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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Filed as: PAYCHEX Service code 26 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Advisory (Participants) | $5 |
401K GENERATION1+ years Filed as: 401K GENERATIONS Service code 26 · EIN 26-4477125 237 S WESTMONTE DR · ALTAMONTE SPRINGS, FL 32714 | Advisory (Participants) | $4 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,730 | $172,111-98.4% | $150,298-98.2% | $137,256-98.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $985 | $4,636-78.8% | $4,154-76.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,612 | $6,166-73.9% | $5,453-70.4% | $6,407-74.8% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |