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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,818 |
Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 GL YY 7144200129 · NASHVILLE, TN 37238 | Advisory (Participants) | $14,773 |
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 | $72,842 | $86,938-16.2% | $102,423-28.9% | $80,925-10.0% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.7%+18.5pp |
| Annual return | 15.03% | 18.89%-3.9pp | 29.42%-14.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,246 | $2,369-47.4% | $3,023-58.8% | $2,756-54.8% |
| Participant deferral / active EE | $4,869 | $4,120+18.2% | $5,054-3.7% | $4,299+13.3% |
| Admin fee / account holder | $335 | $8,053-95.8% | $9,455-96.5% | $6,940-95.2% |