Filed March 19, 2015 (most recent of 2 filings on file)
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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 | $38,291 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 15 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $15,346 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,694 | $104,497-87.9% | $159,487-92.0% | $79,389-84.0% |
| Participation rate | 76.3% | 76.6%-0.3pp | 82.8%-6.5pp | 70.7%+5.6pp |
| Annual return | 17.09% | 67.98%-50.9pp | 263.71%-246.6pp | 116.89%-99.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,164 | $6,468-51.1% | $7,354-57.0% | $4,046-21.8% |
| Admin fee / account holder | $248 | $711-65.2% | $10,804-97.7% | $626-60.5% |