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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 | Contract Administrator | $9,300 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $5,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,139 | $65,395-49.3% | $182,558-81.8% | $72,976-54.6% |
| Participation rate | 57.4% | 65.4%-8.0pp | 78.0%-20.6pp | 69.5%-12.1pp |
| Annual return | -13.64% | 27.68%-41.3pp | 148.59%-162.2pp | 81.02%-94.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,843 | $3,563-20.2% | $5,526-48.6% | $3,608-21.2% |
| Admin fee / account holder | $425 | $4,245-90.0% | $8,594-95.1% | $5,124-91.7% |