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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,879 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,596 | $73,867-92.4% | $143,757-96.1% | $68,494-91.8% |
| Participation rate | 94.7% | 66.7%+28.0pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -21.46% | 1.01%-22.5pp | -0.04%-21.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,674 | $3,184-47.4% | $4,951-66.2% | $2,596-35.5% |
| Participant deferral / active EE | $4,577 | $3,384+35.2% | $5,637-18.8% | $4,027+13.7% |
| Admin fee / account holder | $52 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |