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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $25,532 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 15 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $16,607 |
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.)
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 | $45,141 | $84,487-46.6% | $125,339-64.0% | $66,914-32.5% |
| Participation rate | 86.2% | 76.4%+9.8pp | 82.4%+3.9pp | 69.8%+16.4pp |
| Annual return | -16.79% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $20 | $3,553-99.4% | $4,814-99.6% | $2,544-99.2% |
| Participant deferral / active EE | $6,409 | $6,781-5.5% | $7,446-13.9% | $4,237+51.3% |
| Admin fee / account holder | $396 | $685-42.2% | $10,010-96.0% | $593-33.3% |