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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 | $13,067 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,580 | $65,557-85.4% | $64,056-85.0% | $71,457-86.6% |
| Participation rate | 89.9% | 73.2%+16.7pp | 72.3%+17.6pp | 67.9%+21.9pp |
| Annual return | 11.57% | 18.94%-7.4pp | 33.69%-22.1pp | 28.85%-17.3pp |
| Employer contribution / active EE | $233 | $2,669-91.3% | $2,747-91.5% | $2,588-91.0% |
| Participant deferral / active EE | $1,241 | $3,626-65.8% | $3,880-68.0% | $4,289-71.1% |
| Admin fee / account holder | $101 | $616-83.7% | $3,068-96.7% | $1,587-93.7% |