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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,612 |
GOLDMAN SACHS1 year Filed as: AVEO CAPITAL PARTNERS, LLC Service code 26 · EIN 27-4981131 9635 MAROON CIRCLE #440 · ENGLEWOOD, CO 80112 | Advisory (Participants) | $12,385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,421 | $101,591-35.6% | $147,096-55.5% | $74,429-12.1% |
| Participation rate | 70.3% | 75.5%-5.2pp | 82.2%-11.9pp | 67.2%+3.1pp |
| Annual return | 14.74% | 8746.45%-8731.7pp | 419.75%-405.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,799 | $3,813-52.8% | $4,936-63.6% | $2,625-31.5% |
| Participant deferral / active EE | $3,813 | $7,302-47.8% | $8,071-52.8% | $4,348-12.3% |
| Admin fee / account holder | $254 | $1,750-85.5% | $13,005-98.0% | $1,944-86.9% |