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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 | $80,731-10.6% | $103,374-30.2% | $74,546-3.2% |
| Participation rate | 70.4% | 65.7%+4.7pp | 74.5%-4.1pp | 67.2%+3.2pp |
| Annual return | 15.48% | 27.56%-12.1pp | 24.89%-9.4pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $4,478 | $3,158+41.8% | $3,869+15.7% | $2,624+70.6% |
| Participant deferral / active EE | $9,997 | $3,860+159.0% | $5,058+97.7% | $4,347+129.9% |
| Admin fee / account holder | $109 | $2,369-95.4% | $8,394-98.7% | $1,944-94.4% |