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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,560 |
Service code 27 | Advisory (Plan) | $5,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,577 | $82,674-57.0% | $125,381-71.6% | $68,486-48.1% |
| Participation rate | 25.3% | 75.1%-49.8pp | 82.4%-57.1pp | 67.9%-42.6pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.31%-589.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,076 | $3,382-68.2% | $4,815-77.7% | $2,597-58.6% |
| Participant deferral / active EE | $1,709 | $6,111-72.0% | $7,448-77.0% | $4,028-57.6% |
| Admin fee / account holder | $444 | $6,277-92.9% | $10,007-95.6% | $5,404-91.8% |