Filed January 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,150 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,739 | $132,049-44.9% | $200,582-63.7% | $74,304-2.1% |
| Participation rate | 90.4% | 84.1%+6.3pp | 86.9%+3.5pp | 60.3%+30.0pp |
| Annual return | 76.62% | 22.22%+54.4pp | 42.33%+34.3pp | 29.43%+47.2pp |
| Employer contribution / active EE | $2,162 | $4,558-52.6% | $6,419-66.3% | $2,241-3.5% |
| Participant deferral / active EE | $5,039 | $7,213-30.1% | $9,331-46.0% | $3,767+33.8% |
| Admin fee / account holder | $187 | $2,405-92.2% | $16,305-98.9% | $2,969-93.7% |