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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,526 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,311 | $91,439-47.2% | $135,974-64.5% | $71,511-32.4% |
| Participation rate | 91.7% | 75.7%+16.1pp | 81.9%+9.8pp | 67.9%+23.8pp |
| Annual return | 22.06% | 29.90%-7.8pp | 68.30%-46.2pp | 28.86%-6.8pp |
| Employer contribution / active EE | $2,280 | $3,705-38.5% | $4,859-53.1% | $2,589-11.9% |
| Participant deferral / active EE | $4,625 | $7,093-34.8% | $7,760-40.4% | $4,291+7.8% |
| Admin fee / account holder | $174 | $1,267-86.3% | $10,767-98.4% | $1,588-89.0% |