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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,785 |
Service code 27 | Advisory (Plan) | $16,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,220 | $59,448+9.7% | $93,696-30.4% | $74,459-12.4% |
| Participation rate | 62.4% | 59.6%+2.8pp | 68.7%-6.3pp | 67.2%-4.8pp |
| Annual return | 16.91% | 82.11%-65.2pp | 133.74%-116.8pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $908 | $1,266-28.3% | $2,422-62.5% | $2,626-65.4% |
| Participant deferral / active EE | $3,200 | $3,052+4.9% | $4,417-27.5% | $4,350-26.4% |
| Admin fee / account holder | $328 | $3,027-89.2% | $8,287-96.0% | $1,945-83.1% |