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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $64,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,713 | $43,730+599.1% | $66,674+358.5% | $64,097+377.0% |
| Participation rate | 98.5% | 50.7%+47.7pp | 73.7%+24.8pp | 55.2%+43.3pp |
| Annual return | 18.21% | 53.62%-35.4pp | 321.24%-303.0pp | 34.64%-16.4pp |
| Employer contribution / active EE | $33,339 | $1,673+1892.4% | $2,620+1172.4% | $1,891+1662.6% |
| Participant deferral / active EE | $17,528 | $2,122+726.2% | $4,084+329.2% | $3,080+469.1% |
| Admin fee / account holder | $352 | $2,708-87.0% | $5,098-93.1% | $3,454-89.8% |