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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $41,777 |
FOSTER & WOOD5 years Service code 15 5 CENTERPOINTE DR, STE 400 · LAKE OSWEGO, OR 97035 | Recordkeeping | $29,136 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,611 | $56,095-88.2% | $178,499-96.3% | $90,274-92.7% |
| Participation rate | 82.5% | 65.6%+17.0pp | 81.9%+0.6pp | 73.4%+9.2pp |
| Annual return | 12.83% | 28.81%-16.0pp | 151.10%-138.3pp | 53.97%-41.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,086 | $2,669-59.3% | $5,202-79.1% | $4,231-74.3% |
| Admin fee / account holder | $58 | $101-42.6% | $13,986-99.6% | $114-49.3% |