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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 | $18,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,759 | $93,617-4.1% | $135,982-34.0% | $75,177+19.4% |
| Participation rate | 83.7% | 75.2%+8.5pp | 81.9%+1.8pp | 67.2%+16.5pp |
| Annual return | 24.28% | 30.89%-6.6pp | 68.32%-44.0pp | 160.75%-136.5pp |
| Employer contribution / active EE | $4,646 | $3,538+31.3% | $4,859-4.4% | $2,671+73.9% |
| Participant deferral / active EE | $10,955 | $6,406+71.0% | $7,760+41.2% | $4,126+165.5% |
| Admin fee / account holder | $354 | $6,980-94.9% | $10,767-96.7% | $5,651-93.7% |