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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,384 |
Filed as: GLOBAL RETIREMENT PARTNERS, LL Service code 15 4340 REDWOOD HWY B-60 · SAN RAFAEL, CA 94903 | Recordkeeping | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,623 | $65,378-2.7% | $87,103-27.0% | $65,186-2.4% |
| Participation rate | 96.4% | 75.3%+21.1pp | 76.9%+19.5pp | 70.2%+26.2pp |
| Annual return | 22.07% | 31.28%-9.2pp | 28.19%-6.1pp | 29.39%-7.3pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,846 | $3,389+161.0% | $4,049+118.5% | $3,514+151.7% |
| Admin fee / account holder | $168 | $520-67.7% | $7,491-97.8% | $847-80.2% |