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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 | $5,057 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,318 | $49,471-46.8% | $79,583-66.9% | $66,949-60.7% |
| Participation rate | 80.2% | 61.4%+18.8pp | 69.5%+10.7pp | 69.8%+10.3pp |
| Annual return | -8.10% | 84.30%-92.4pp | 0.16%-8.3pp | 1.57%-9.7pp |
| Employer contribution / active EE | $2,477 | $1,266+95.7% | $2,414+2.6% | $2,545-2.7% |
| Participant deferral / active EE | $4,372 | $3,160+38.4% | $3,986+9.7% | $4,239+3.1% |
| Admin fee / account holder | $248 | $595-58.3% | $6,835-96.4% | $594-58.2% |