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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $85,535 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $35,987 |
Filed as: WILSHIRE ASSOCIATES Service code 15 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Recordkeeping | $5,048 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,436 | $65,453+94.7% | $86,698+47.0% | $66,938+90.4% |
| Participation rate | 87.4% | 75.5%+11.9pp | 76.6%+10.8pp | 69.8%+17.6pp |
| Annual return | -16.75% | -10.89%-5.9pp | 35.95%-52.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,558 | $4,102+133.0% | $4,656+105.3% | $4,238+125.5% |
| Admin fee / account holder | $597 | $642-7.0% | $7,493-92.0% | $594+0.6% |