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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $33,564 |
Service code 15 | Recordkeeping | $32,532 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,591 | $83,884-33.7% | $64,056-13.2% | $74,419-25.3% |
| Participation rate | 75.8% | 76.6%-0.8pp | 72.3%+3.5pp | 70.7%+5.1pp |
| Annual return | 11.89% | 16.57%-4.7pp | 33.69%-21.8pp | 34.38%-22.5pp |
| Employer contribution / active EE | $2,247 | $3,084-27.1% | $2,747-18.2% | $2,637-14.8% |
| Participant deferral / active EE | $5,692 | $3,692+54.2% | $3,880+46.7% | $4,528+25.7% |
| Admin fee / account holder | $198 | $196+1.2% | $3,068-93.5% | $348-43.0% |