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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $9,917 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,764 | $85,635-52.4% | $123,894-67.1% | $63,975-36.3% |
| Participation rate | 72.0% | 74.9%-2.9pp | 81.4%-9.4pp | 71.1%+0.9pp |
| Annual return | 10.65% | 15.74%-5.1pp | 47.52%-36.9pp | 48.65%-38.0pp |
| Employer contribution / active EE | $1,036 | $3,076-66.3% | $4,617-77.6% | $2,182-52.5% |
| Participant deferral / active EE | $4,002 | $5,667-29.4% | $5,984-33.1% | $3,356+19.2% |
| Admin fee / account holder | $8 | $75-89.8% | $8,357-99.9% | $70-89.2% |