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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 10 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Accounting | $24,982 |
THE WATERFORD GROUP LLC2 years Filed as: THE WATERFORD GROUP Service code 10 1657 EAST AVE. · ROCHESTER, NY 14610 | Accounting | $20,458 |
Service code 10 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Accounting | $19,492 |
RBT CPAS, LLP5 years Filed as: RBT CPAS LLP Service code 10 · EIN 14-1604297 11 RACQUET RD · NEWBURGH, NY 12550 | Accounting | $13,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,912 | $95,388-89.6% | $125,339-92.1% | $77,904-87.3% |
| Participation rate | 24.4% | 78.6%-54.2pp | 82.4%-57.9pp | 73.7%-49.2pp |
| Annual return | -17.24% | 116.19%-133.4pp | 572.05%-589.3pp | 12.21%-29.4pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,338 | $7,711-82.7% | $7,446-82.0% | $4,806-72.2% |
| Admin fee / account holder | $56 | $119-52.5% | $10,010-99.4% | $133-57.4% |