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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,764 |
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 | $49,686 | $98,766-49.7% | $149,730-66.8% | $79,852-37.8% |
| Participation rate | 73.6% | 75.8%-2.2pp | 82.5%-8.9pp | 69.6%+4.0pp |
| Annual return | 20.35% | 27.43%-7.1pp | 276.70%-256.3pp | 31.72%-11.4pp |
| Employer contribution / active EE | $3,071 | $3,217-4.5% | $4,645-33.9% | $2,471+24.3% |
| Participant deferral / active EE | $7,679 | $5,681+35.2% | $6,843+12.2% | $3,740+105.3% |
| Admin fee / account holder | $94 | $6,052-98.4% | $9,310-99.0% | $5,306-98.2% |