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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,696 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,818 | $54,320-52.5% | $67,652-61.8% | $52,331-50.7% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.7%+23.5pp | 68.1%+31.1pp |
| Annual return | -1.11% | 6.81%-7.9pp | 6625.40%-6626.5pp | 4.54%-5.7pp |
| Employer contribution / active EE | $902 | $1,544-41.6% | $2,266-60.2% | $1,882-52.1% |
| Participant deferral / active EE | $2,606 | $2,950-11.7% | $3,560-26.8% | $3,022-13.8% |
| Admin fee / account holder | $13 | $527-97.5% | $4,821-99.7% | $592-97.8% |