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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $22,973 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,777 | $155,795-95.0% | $136,294-94.3% | $69,631-88.8% |
| Participation rate | 77.9% | 75.2%+2.6pp | 81.9%-4.0pp | 70.7%+7.2pp |
| Annual return | 22.32% | 232464.33%-232442.0pp | 5155.94%-5133.6pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $247 | $2,991-91.7% | $4,695-94.7% | $2,032-87.9% |
| Participant deferral / active EE | $2,216 | $5,394-58.9% | $6,247-64.5% | $3,224-31.3% |
| Admin fee / account holder | $43 | $128-66.6% | $9,243-99.5% | $110-61.2% |