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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,705 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,421 | $73,360-59.9% | $177,989-83.5% | $74,495-60.5% |
| Participation rate | 93.3% | 66.6%+26.7pp | 77.1%+16.2pp | 67.2%+26.1pp |
| Annual return | 12.14% | 17.49%-5.3pp | 294.48%-282.3pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,752 | $4,513+27.4% | $6,276-8.3% | $4,346+32.4% |
| Admin fee / account holder | $68 | $1,808-96.2% | $10,363-99.3% | $1,942-96.5% |