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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $30,074 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $8,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,453 | $50,150-89.1% | $149,723-96.4% | $80,169-93.2% |
| Participation rate | 32.9% | 64.3%-31.4pp | 78.8%-45.9pp | 72.9%-40.0pp |
| Annual return | 18.95% | 29.80%-10.9pp | 134.50%-115.6pp | 40.39%-21.4pp |
| Employer contribution / active EE | $229 | $1,868-87.8% | $4,821-95.3% | $2,978-92.3% |
| Participant deferral / active EE | $716 | $3,195-77.6% | $5,682-87.4% | $5,016-85.7% |
| Admin fee / account holder | $95 | $153-37.6% | $13,215-99.3% | $145-34.3% |