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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 15 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $17,128 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,978 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,138 | $91,407-38.6% | $135,903-58.7% | $71,457-21.4% |
| Participation rate | 82.9% | 75.7%+7.2pp | 81.9%+1.0pp | 67.9%+14.9pp |
| Annual return | 15.28% | 29.90%-14.6pp | 68.23%-53.0pp | 28.85%-13.6pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,048 | $7,092-0.6% | $7,758-9.2% | $4,289+64.3% |
| Admin fee / account holder | $418 | $1,266-66.9% | $10,762-96.1% | $1,587-73.6% |