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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,992 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,466 | $73,102-2.2% | $123,553-42.2% | $56,289+27.0% |
| Participation rate | 86.4% | 74.3%+12.1pp | 82.3%+4.1pp | 69.9%+16.6pp |
| Annual return | 75.83% | 3.01%+72.8pp | 119.21%-43.4pp | -9.96%+85.8pp |
| Employer contribution / active EE | $2,969 | $2,977-0.3% | $4,628-35.8% | $2,111+40.7% |
| Participant deferral / active EE | $8,674 | $5,423+60.0% | $6,426+35.0% | $3,350+158.9% |
| Admin fee / account holder | $54 | $554-90.2% | $9,284-99.4% | $521-89.6% |