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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 | $5,986 |
Employer contribution per participant 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 | $9,447 | $93,182-89.9% | $146,665-93.6% | $79,386-88.1% |
| Participation rate | 88.2% | 76.4%+11.8pp | 80.1%+8.2pp | 70.7%+17.5pp |
| Annual return | 16.46% | 21.61%-5.2pp | 22.74%-6.3pp | 116.85%-100.4pp |
| Employer contribution / active EE | $306 | $2,420-87.4% | $4,136-92.6% | $2,427-87.4% |
| Participant deferral / active EE | $2,572 | $4,169-38.3% | $5,506-53.3% | $4,046-36.4% |
| Admin fee / account holder | $51 | $585-91.2% | $10,280-99.5% | $626-91.8% |