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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $31,478 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,870 |
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.)
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 | $73,647 | $101,672-27.6% | $147,117-49.9% | $74,478-1.1% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 15.09% | 8757.83%-8742.7pp | 420.54%-405.4pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,324 | $7,305+27.6% | $8,065+15.6% | $4,350+114.3% |
| Admin fee / account holder | $355 | $1,753-79.7% | $12,993-97.3% | $1,946-81.7% |