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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,657 |
MMA SECURITIES LLC2 years Service code 15 PO BOX 9496 · NEW YORK, NY 10087 | Recordkeeping | $13,372 |
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.
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 | $24,038 | $65,376-63.2% | $87,104-72.4% | $65,185-63.1% |
| Participation rate | 76.9% | 75.3%+1.6pp | 76.9%0pp | 70.2%+6.7pp |
| Annual return | 21.41% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $331 | $1,822-81.8% | $2,521-86.9% | $2,177-84.8% |
| Participant deferral / active EE | $1,697 | $3,388-49.9% | $4,048-58.1% | $3,514-51.7% |
| Admin fee / account holder | $162 | $520-68.8% | $7,491-97.8% | $847-80.8% |