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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 | $26,677 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 15 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $9,138 |
Filed as: AXA ADVISORS LLC Service code 15 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $8,783 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,549 | $104,482-54.5% | $159,455-70.2% | $79,393-40.1% |
| Participation rate | 72.4% | 76.6%-4.3pp | 82.8%-10.5pp | 70.7%+1.7pp |
| Annual return | 10.82% | 67.96%-57.1pp | 263.63%-252.8pp | 116.87%-106.1pp |
| Employer contribution / active EE | $96 | $3,416-97.2% | $4,830-98.0% | $2,428-96.0% |
| Participant deferral / active EE | $6,556 | $6,467+1.4% | $7,353-10.8% | $4,046+62.0% |
| Admin fee / account holder | $387 | $711-45.6% | $10,800-96.4% | $627-38.3% |