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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $15,507 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,853 | $63,314-68.6% | $91,004-78.2% | $62,293-68.1% |
| Participation rate | 95.0% | 73.3%+21.7pp | 75.6%+19.4pp | 69.5%+25.5pp |
| Annual return | 22.60% | 21.00%+1.6pp | 4.60%+18.0pp | 28.90%-6.3pp |
| Employer contribution / active EE | $1,931 | $1,807+6.8% | $2,456-21.4% | $2,042-5.5% |
| Participant deferral / active EE | $2,848 | $2,944-3.3% | $3,548-19.7% | $3,169-10.1% |
| Admin fee / account holder | $134 | $468-71.4% | $5,417-97.5% | $479-72.1% |