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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 | $101,499-16.8% | $147,005-42.6% | $74,546+13.2% |
| Participation rate | 80.2% | 75.5%+4.7pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 21.64% | 8732.34%-8710.7pp | 418.76%-397.1pp | 1366.03%-1344.4pp |
| Employer contribution / active EE | $3,380 | $3,811-11.3% | $4,934-31.5% | $2,624+28.8% |
| Participant deferral / active EE | $8,593 | $7,304+17.6% | $8,070+6.5% | $4,347+97.7% |
| Admin fee / account holder | $176 | $1,748-89.9% | $13,006-98.6% | $1,944-90.9% |