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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,986 |
Service code 26 · EIN 42-1445429 222 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Participants) | $16,433 |
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.
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 | $82,552 | $58,275+41.7% | $81,844+0.9% | $80,935+2.0% |
| Participation rate | 83.5% | 63.5%+20.1pp | 72.4%+11.1pp | 67.7%+15.9pp |
| Annual return | 10.01% | 41.82%-31.8pp | 778.87%-768.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,539 | $3,285+99.0% | $4,323+51.2% | $4,299+52.1% |
| Admin fee / account holder | $344 | $4,749-92.8% | $7,355-95.3% | $6,924-95.0% |