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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 | $59,456-20.7% | $93,669-49.7% | $74,429-36.6% |
| Participation rate | 80.3% | 59.6%+20.6pp | 68.7%+11.5pp | 67.2%+13.0pp |
| Annual return | 13.69% | 82.00%-68.3pp | 133.59%-119.9pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $3,056 | $1,266+141.4% | $2,424+26.1% | $2,625+16.4% |
| Participant deferral / active EE | $5,710 | $3,052+87.1% | $4,416+29.3% | $4,348+31.3% |
| Admin fee / account holder | $131 | $3,026-95.7% | $8,291-98.4% | $1,944-93.3% |