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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 | $12,232 |
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 | $54,170 | $46,173+17.3% | $170,436-68.2% | $69,631-22.2% |
| Participation rate | 88.2% | 63.9%+24.3pp | 83.6%+4.6pp | 70.7%+17.5pp |
| Annual return | 13.13% | 21.62%-8.5pp | 205.94%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $5,079 | $1,610+215.5% | $5,433-6.5% | $2,032+149.9% |
| Participant deferral / active EE | $3,471 | $2,080+66.9% | $4,939-29.7% | $3,224+7.7% |
| Admin fee / account holder | $106 | $116-9.0% | $13,880-99.2% | $110-4.4% |