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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 | $13,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,625 | $102,429+133.0% | $147,096+62.2% | $80,925+194.9% |
| Participation rate | 96.4% | 75.9%+20.5pp | 82.2%+14.2pp | 67.7%+28.7pp |
| Annual return | 12.31% | 135.02%-122.7pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $12,838 | $3,716+245.5% | $4,936+160.1% | $2,756+365.8% |
| Participant deferral / active EE | $9,114 | $6,649+37.1% | $8,071+12.9% | $4,299+112.0% |
| Admin fee / account holder | $143 | $7,957-98.2% | $13,005-98.9% | $6,940-97.9% |