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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,353 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,095 | $59,159-66.0% | $159,960-87.4% | $66,914-70.0% |
| Participation rate | 96.2% | 68.1%+28.1pp | 78.0%+18.3pp | 69.8%+26.4pp |
| Annual return | -15.16% | -12.26%-2.9pp | 408.60%-423.8pp | 1.58%-16.7pp |
| Employer contribution / active EE | $314 | $1,983-84.2% | $4,226-92.6% | $2,544-87.7% |
| Participant deferral / active EE | $6,596 | $4,395+50.1% | $6,182+6.7% | $4,237+55.7% |
| Admin fee / account holder | $43 | $591-92.7% | $8,698-99.5% | $593-92.7% |