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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,742 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,410 | $101,672-17.0% | $147,117-42.6% | $74,478+13.3% |
| Participation rate | 80.2% | 75.5%+4.6pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 21.64% | 8757.83%-8736.2pp | 420.54%-398.9pp | 1370.56%-1348.9pp |
| Employer contribution / active EE | $3,380 | $3,813-11.4% | $4,932-31.5% | $2,626+28.7% |
| Participant deferral / active EE | $8,593 | $7,305+17.6% | $8,065+6.6% | $4,350+97.5% |
| Admin fee / account holder | $176 | $1,753-90.0% | $12,993-98.6% | $1,946-91.0% |