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| Provider | Service type | Compensation |
|---|---|---|
EVEREST CONSULTANTS1+ years Service code 15 443 N FRANKLIN · SYRACUSE, NY 13204 | Recordkeeping | $17,143 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $6,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,958 | $70,667+8.9% | $123,106-37.5% | $52,331+47.1% |
| Participation rate | 38.5% | 83.7%-45.3pp | 86.8%-48.3pp | 68.1%-29.6pp |
| Annual return | 0.30% | 6.23%-5.9pp | 13.22%-12.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,758 | $4,493-38.6% | $6,229-55.7% | $3,022-8.8% |
| Admin fee / account holder | $359 | $506-29.2% | $9,015-96.0% | $592-39.4% |