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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 15 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $13,228 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,986 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,547 | $89,652-55.9% | $141,191-72.0% | $65,185-39.3% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.5%-4.4pp | 70.2%+7.8pp |
| Annual return | 22.12% | 32.79%-10.7pp | 71.41%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,292 | $5,691-7.0% | $6,710-21.1% | $3,514+50.6% |
| Admin fee / account holder | $200 | $569-64.8% | $10,264-98.1% | $847-76.4% |