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| Provider | Service type | Compensation |
|---|---|---|
ADVISORNET FINANCIAL1 year Service code 13 · EIN 41-1378662 110 CHESHIRE LANE SUITE 200 · MINNETONKA, MN 55305 | Contract Administrator | $45,479 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $15,690 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,765 |
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.
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 | $106,538 | $91,439+16.5% | $135,974-21.6% | $71,511+49.0% |
| Participation rate | 95.2% | 75.7%+19.6pp | 81.9%+13.3pp | 67.9%+27.3pp |
| Annual return | 14.70% | 29.90%-15.2pp | 68.30%-53.6pp | 28.86%-14.2pp |
| Employer contribution / active EE | $5,636 | $3,705+52.1% | $4,859+16.0% | $2,589+117.7% |
| Participant deferral / active EE | $6,124 | $7,093-13.7% | $7,760-21.1% | $4,291+42.7% |
| Admin fee / account holder | $335 | $1,267-73.6% | $10,767-96.9% | $1,588-78.9% |