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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $30,499 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,112 |
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.
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 | $42,232 | $106,264-60.3% | $147,117-71.3% | $77,762-45.7% |
| Participation rate | 31.0% | 78.4%-47.4pp | 82.2%-51.1pp | 70.6%-39.5pp |
| Annual return | 18.21% | 56.94%-38.7pp | 420.54%-402.3pp | 31.27%-13.1pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,568 | $8,003-42.9% | $8,065-43.4% | $4,651-1.8% |
| Admin fee / account holder | $276 | $334-17.4% | $12,993-97.9% | $433-36.2% |