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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,189 |
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 | $36,091 | $62,583-42.3% | $76,767-53.0% | $64,173-43.8% |
| Participation rate | 94.4% | 72.8%+21.6pp | 77.0%+17.5pp | 69.6%+24.9pp |
| Annual return | -4.67% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $935 | $1,832-48.9% | $2,485-62.4% | $2,381-60.7% |
| Participant deferral / active EE | $2,755 | $3,145-12.4% | $3,852-28.5% | $3,470-20.6% |
| Admin fee / account holder | $198 | $4,667-95.8% | $6,675-97.0% | $4,887-95.9% |