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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $25,074 |
Service code 27 | Advisory (Plan) | $12,558 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,999 | $42,548-67.1% | $74,549-81.2% | $56,287-75.1% |
| Participation rate | 88.1% | 60.5%+27.6pp | 69.1%+18.9pp | 69.9%+18.2pp |
| Annual return | -3.80% | 12.40%-16.2pp | 32.53%-36.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,796 | $2,277-21.1% | $3,108-42.2% | $3,350-46.4% |
| Admin fee / account holder | $99 | $467-78.8% | $5,059-98.0% | $521-80.9% |