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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $25,753 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,837 | $101,591-58.8% | $147,096-71.6% | $74,429-43.8% |
| Participation rate | 73.6% | 75.5%-2.0pp | 82.2%-8.6pp | 67.2%+6.3pp |
| Annual return | 23.09% | 8746.45%-8723.4pp | 419.75%-396.7pp | 1368.38%-1345.3pp |
| Employer contribution / active EE | $2,878 | $3,813-24.5% | $4,936-41.7% | $2,625+9.7% |
| Participant deferral / active EE | $12,910 | $7,302+76.8% | $8,071+60.0% | $4,348+196.9% |
| Admin fee / account holder | $108 | $1,750-93.8% | $13,005-99.2% | $1,944-94.4% |