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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,155 | $59,402-20.6% | $93,654-49.6% | $74,546-36.7% |
| Participation rate | 80.3% | 59.7%+20.6pp | 68.7%+11.5pp | 67.2%+13.0pp |
| Annual return | 13.69% | 81.86%-68.2pp | 133.34%-119.7pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $3,056 | $1,265+141.7% | $2,421+26.3% | $2,624+16.5% |
| Participant deferral / active EE | $5,710 | $3,049+87.3% | $4,413+29.4% | $4,347+31.3% |
| Admin fee / account holder | $131 | $3,023-95.7% | $8,282-98.4% | $1,944-93.2% |