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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 | $5,532 |
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 | $19,781 | $69,231-71.4% | $91,994-78.5% | $67,579-70.7% |
| Participation rate | 95.7% | 78.9%+16.7pp | 78.6%+17.0pp | 71.3%+24.4pp |
| Annual return | 35.68% | 32.03%+3.7pp | 69.04%-33.4pp | 378.56%-342.9pp |
| Employer contribution / active EE | $2,742 | $2,284+20.0% | $3,453-20.6% | $2,148+27.7% |
| Participant deferral / active EE | $5,148 | $5,854-12.1% | $5,924-13.1% | $3,539+45.5% |
| Admin fee / account holder | $15 | $107-86.4% | $7,744-99.8% | $142-89.7% |