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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $49,919 |
Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 GL YY 7144200129 · NASHVILLE, TN 37238 | Advisory (Participants) | $18,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,214 | $101,653-61.4% | $147,080-73.3% | $74,459-47.3% |
| Participation rate | 99.2% | 75.6%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 15.12% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $5,023 | $3,813+31.7% | $4,933+1.8% | $2,626+91.3% |
| Participant deferral / active EE | $9,108 | $7,304+24.7% | $8,066+12.9% | $4,350+109.4% |
| Admin fee / account holder | $310 | $1,752-82.3% | $12,989-97.6% | $1,945-84.0% |