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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,703 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,496 | $89,364-58.0% | $141,177-73.4% | $72,983-48.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 25.74% | 111.86%-86.1pp | 71.40%-45.7pp | 81.01%-55.3pp |
| Employer contribution / active EE | $2,725 | $3,115-12.5% | $4,736-42.5% | $2,440+11.7% |
| Participant deferral / active EE | $5,775 | $5,419+6.6% | $6,710-13.9% | $3,608+60.1% |
| Admin fee / account holder | $79 | $5,959-98.7% | $10,263-99.2% | $5,124-98.5% |