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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 26 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170 | $212,386-99.9% | $199,883-99.9% | $138,895-99.9% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $158 | $9,617-98.4% | $9,138-98.3% | $6,396-97.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |