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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,373 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,130 | $62,573-61.4% | $85,682-71.8% | $85,850-71.9% |
| Participation rate | 87.9% | 61.1%+26.7pp | 69.9%+18.0pp | 69.3%+18.6pp |
| Annual return | 12.98% | 23.77%-10.8pp | 21.49%-8.5pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,145 | $2,802-23.4% | $3,923-45.3% | $3,952-45.7% |
| Admin fee / account holder | $165 | $4,640-96.5% | $6,873-97.6% | $6,260-97.4% |