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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $8,049 | $44,873-82.1% | $79,467-89.9% | $56,289-85.7% |
| Participation rate | 52.0% | 68.7%-16.7pp | 73.3%-21.3pp | 69.9%-17.9pp |
| Annual return | -12.95% | 0.81%-13.8pp | 718.30%-731.3pp | -9.96%-3.0pp |
| Employer contribution / active EE | $940 | $2,140-56.1% | $2,800-66.4% | $2,111-55.5% |
| Participant deferral / active EE | $1,846 | $2,746-32.8% | $3,704-50.2% | $3,350-44.9% |
| Admin fee / account holder | $49 | $418-88.3% | $5,104-99.0% | $521-90.6% |