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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 | $101,591-16.9% | $147,096-42.6% | $74,429+13.4% |
| Participation rate | 80.2% | 75.5%+4.7pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 21.64% | 8746.45%-8724.8pp | 419.75%-398.1pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $3,380 | $3,813-11.4% | $4,936-31.5% | $2,625+28.8% |
| Participant deferral / active EE | $8,593 | $7,302+17.7% | $8,071+6.5% | $4,348+97.6% |
| Admin fee / account holder | $176 | $1,750-89.9% | $13,005-98.6% | $1,944-90.9% |