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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,675 |
Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 15 PO BOX 198928 · NASHVILLE, TN 37238 | Recordkeeping | $16,687 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,206 | $84,499-32.3% | $125,391-54.4% | $66,949-14.6% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -18.00% | -8.49%-9.5pp | 572.41%-590.4pp | 1.57%-19.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,046 | $6,785-25.6% | $7,448-32.3% | $4,239+19.0% |
| Admin fee / account holder | $210 | $685-69.4% | $10,009-97.9% | $594-64.6% |