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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $84,667 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $34,098 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,042 | $73,638+95.6% | $95,960+50.1% | $73,493+96.0% |
| Participation rate | 92.6% | 76.2%+16.5pp | 77.1%+15.6pp | 70.7%+22.0pp |
| Annual return | 15.19% | 16.78%-1.6pp | 91.63%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,685 | $3,617+140.1% | $4,167+108.4% | $3,740+132.2% |
| Admin fee / account holder | $612 | $482+26.9% | $6,797-91.0% | $513+19.2% |