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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 GL YY 7144200129 · NASHVILLE, TN 37238 | Recordkeeping | $18,265 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,951 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,735 | $84,499-41.1% | $125,391-60.3% | $66,949-25.7% |
| Participation rate | 71.0% | 76.4%-5.5pp | 82.4%-11.4pp | 69.8%+1.1pp |
| Annual return | -6.61% | -8.49%+1.9pp | 572.41%-579.0pp | 1.57%-8.2pp |
| Employer contribution / active EE | $3,034 | $3,554-14.6% | $4,816-37.0% | $2,545+19.2% |
| Participant deferral / active EE | $6,477 | $6,785-4.5% | $7,448-13.0% | $4,239+52.8% |
| Admin fee / account holder | $240 | $685-64.9% | $10,009-97.6% | $594-59.5% |