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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 125 FROEHLICH FARM BVD · WOODBURY, NY 11797 | Advisory (Participants) | $30,938 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,961 | $55,415-60.4% | $155,509-85.9% | $74,495-70.5% |
| Participation rate | 51.3% | 61.9%-10.6pp | 78.2%-26.9pp | 67.2%-15.9pp |
| Annual return | 9.76% | 268.50%-258.7pp | 64.67%-54.9pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,352 | $2,267-40.4% | $4,672-71.1% | $2,623-48.5% |
| Participant deferral / active EE | $2,481 | $2,836-12.5% | $5,626-55.9% | $4,346-42.9% |
| Admin fee / account holder | $271 | $1,738-84.4% | $15,912-98.3% | $1,942-86.0% |