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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-4032689 | Recordkeeping | $13,317 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 | Recordkeeping | $7,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,989 | $84,499-53.9% | $125,391-68.9% | $66,949-41.8% |
| Participation rate | 62.2% | 76.4%-14.3pp | 82.4%-20.2pp | 69.8%-7.7pp |
| Annual return | -16.37% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-17.9pp |
| Employer contribution / active EE | $899 | $3,554-74.7% | $4,816-81.3% | $2,545-64.7% |
| Participant deferral / active EE | $6,190 | $6,785-8.8% | $7,448-16.9% | $4,239+46.0% |
| Admin fee / account holder | $202 | $685-70.5% | $10,009-98.0% | $594-66.0% |