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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $6,221 |
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 | $42,539 | $86,791-51.0% | $115,038-63.0% | $59,188-28.1% |
| Participation rate | 75.2% | 72.8%+2.3pp | 81.4%-6.2pp | 69.4%+5.8pp |
| Annual return | 1.35% | 4.44%-3.1pp | 26.14%-24.8pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,133 | $2,950-61.6% | $4,608-75.4% | $2,098-46.0% |
| Participant deferral / active EE | $4,303 | $5,298-18.8% | $6,026-28.6% | $3,265+31.8% |
| Admin fee / account holder | $6 | $95-93.9% | $8,175-99.9% | $92-93.7% |