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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,411 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,432 | $109,872-64.1% | $98,483-60.0% | $167,536-76.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.66% | 1959.31%-1946.7pp | 1494.38%-1481.7pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,949 | $3,225-39.6% | $2,961-34.2% | $4,839-59.7% |
| Participant deferral / active EE | $4,456 | $4,673-4.7% | $4,276+4.2% | $6,342-29.7% |
| Admin fee / account holder | $197 | $6,757-97.1% | $5,953-96.7% | $12,315-98.4% |