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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 | $5,381 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,359 | $91,190-95.2% | $178,490-97.6% | $79,858-94.5% |
| Participation rate | 91.5% | 69.2%+22.3pp | 81.9%+9.6pp | 69.6%+21.9pp |
| Annual return | 17.04% | 24.19%-7.2pp | 151.07%-134.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,727 | $3,236-46.6% | $5,202-66.8% | $3,740-53.8% |
| Admin fee / account holder | $105 | $6,751-98.4% | $13,984-99.2% | $5,306-98.0% |