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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 | $7,674 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,303 | $98,776-61.2% | $149,745-74.4% | $79,856-52.0% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.6pp |
| Annual return | 14.52% | 27.38%-12.9pp | 276.72%-262.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,252 | $5,681+10.0% | $6,843-8.6% | $3,741+67.1% |
| Admin fee / account holder | $241 | $6,053-96.0% | $9,312-97.4% | $5,306-95.5% |