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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $5,248 |
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 | $26,278 | $30,732-14.5% | $59,496-55.8% | $59,633-55.9% |
| Participation rate | 71.0% | 43.2%+27.8pp | 54.6%+16.5pp | 68.7%+2.3pp |
| Annual return | -1.03% | 4.47%-5.5pp | 182.05%-183.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $582 | $631-7.7% | $1,153-49.5% | $2,203-73.6% |
| Participant deferral / active EE | $1,174 | $1,183-0.8% | $1,829-35.8% | $3,192-63.2% |
| Admin fee / account holder | $137 | $2,136-93.6% | $2,232-93.9% | $4,297-96.8% |