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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 | $5,803 |
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 | $24,745 | $72,277-65.8% | $101,248-75.6% | $79,858-69.0% |
| Participation rate | 70.2% | 68.5%+1.8pp | 75.8%-5.6pp | 69.6%+0.6pp |
| Annual return | 16.10% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,136 | $3,282-34.9% | $4,370-51.1% | $3,740-42.9% |
| Admin fee / account holder | $157 | $4,400-96.4% | $5,945-97.4% | $5,306-97.0% |