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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,853 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,149 | $80,781-10.7% | $102,437-29.6% | $74,478-3.1% |
| Participation rate | 70.4% | 65.7%+4.7pp | 74.5%-4.1pp | 67.2%+3.1pp |
| Annual return | 15.48% | 27.58%-12.1pp | 24.95%-9.5pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $4,478 | $3,160+41.7% | $3,871+15.7% | $2,626+70.5% |
| Participant deferral / active EE | $9,997 | $3,862+158.9% | $5,060+97.6% | $4,350+129.8% |
| Admin fee / account holder | $109 | $2,372-95.4% | $8,388-98.7% | $1,946-94.4% |