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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 | $5,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,929 | $52,293-79.1% | $178,499-93.9% | $73,412-85.1% |
| Participation rate | 20.8% | 65.3%-44.5pp | 81.9%-61.1pp | 72.2%-51.4pp |
| Annual return | 124.70% | 34.75%+90.0pp | 151.10%-26.4pp | 59.30%+65.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,466 | $2,332-37.1% | $5,202-71.8% | $3,806-61.5% |
| Admin fee / account holder | $89 | $127-30.4% | $13,986-99.4% | $158-43.8% |