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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,409 | $66,302-87.3% | $110,243-92.4% | $56,287-85.1% |
| Participation rate | 68.2% | 74.9%-6.7pp | 79.8%-11.6pp | 69.9%-1.7pp |
| Annual return | -8.69% | -1.18%-7.5pp | 314.76%-323.4pp | -9.96%+1.3pp |
| Employer contribution / active EE | $1,146 | $2,047-44.0% | $3,827-70.0% | $2,111-45.7% |
| Participant deferral / active EE | $1,976 | $3,381-41.6% | $4,672-57.7% | $3,350-41.0% |
| Admin fee / account holder | $68 | $698-90.3% | $8,548-99.2% | $521-86.9% |