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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,083 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,350 | $57,061-71.3% | $85,063-80.8% | $80,911-79.8% |
| Participation rate | 82.8% | 56.3%+26.4pp | 67.5%+15.3pp | 67.6%+15.1pp |
| Annual return | 8.84% | 21.66%-12.8pp | 66.54%-57.7pp | 35.63%-26.8pp |
| Employer contribution / active EE | $1,280 | $1,799-28.8% | $2,727-53.0% | $2,756-53.5% |
| Participant deferral / active EE | $2,254 | $3,110-27.5% | $4,523-50.2% | $4,297-47.5% |
| Admin fee / account holder | $442 | $4,986-91.1% | $6,155-92.8% | $6,935-93.6% |