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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Contract Administrator | $40,009 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $29,300 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,236 | $84,482+131.1% | $125,363+55.7% | $66,930+191.7% |
| Participation rate | 69.2% | 76.4%-7.2pp | 82.4%-13.1pp | 69.8%-0.6pp |
| Annual return | -18.13% | -8.49%-9.6pp | 572.15%-590.3pp | 1.57%-19.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,332 | $6,782+52.4% | $7,447+38.7% | $4,238+143.8% |
| Admin fee / account holder | $498 | $685-27.3% | $10,005-95.0% | $593-16.1% |