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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 | $19,349 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,202 | $102,429-16.8% | $147,096-42.1% | $80,925+5.3% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 12.14% | 135.02%-122.9pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $893 | $3,716-76.0% | $4,936-81.9% | $2,756-67.6% |
| Participant deferral / active EE | $4,401 | $6,649-33.8% | $8,071-45.5% | $4,299+2.4% |
| Admin fee / account holder | $249 | $7,957-96.9% | $13,005-98.1% | $6,940-96.4% |