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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 | $58,234+41.8% | $81,783+0.9% | $80,874+2.1% |
| Participation rate | 83.5% | 63.4%+20.1pp | 72.4%+11.2pp | 67.6%+15.9pp |
| Annual return | 10.01% | 41.70%-31.7pp | 775.05%-765.0pp | 35.62%-25.6pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,539 | $3,283+99.2% | $4,320+51.3% | $4,297+52.2% |
| Admin fee / account holder | $344 | $4,982-93.1% | $7,380-95.3% | $6,935-95.0% |