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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $6,022 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $5,471 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,861 | $73,102-93.4% | $123,552-96.1% | $56,287-91.4% |
| Participation rate | 86.8% | 74.3%+12.5pp | 82.3%+4.5pp | 69.9%+17.0pp |
| Annual return | 0.65% | 3.01%-2.4pp | 119.20%-118.6pp | -9.96%+10.6pp |
| Employer contribution / active EE | $876 | $2,977-70.6% | $4,628-81.1% | $2,111-58.5% |
| Participant deferral / active EE | $1,626 | $5,423-70.0% | $6,426-74.7% | $3,350-51.5% |
| Admin fee / account holder | $66 | $554-88.1% | $9,285-99.3% | $521-87.3% |