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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $650 |
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 | $55,036 | $70,002-21.4% | $115,038-52.2% | $52,331+5.2% |
| Participation rate | 72.3% | 72.1%+0.2pp | 81.4%-9.1pp | 68.1%+4.2pp |
| Annual return | 0.13% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,051 | $2,715+49.2% | $4,608-12.1% | $1,882+115.3% |
| Participant deferral / active EE | $3,075 | $4,920-37.5% | $6,026-49.0% | $3,022+1.7% |
| Admin fee / account holder | $11 | $566-98.0% | $8,175-99.9% | $592-98.1% |