Filed May 1, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $87,992 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $36,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,175 | $100,801-28.4% | $149,730-51.8% | $73,412-1.7% |
| Participation rate | 65.0% | 77.7%-12.7pp | 82.5%-17.5pp | 72.2%-7.2pp |
| Annual return | 14.66% | 265.34%-250.7pp | 276.70%-262.0pp | 59.30%-44.6pp |
| Employer contribution / active EE | $2,520 | $3,312-23.9% | $4,645-45.8% | $2,234+12.8% |
| Participant deferral / active EE | $4,612 | $6,404-28.0% | $6,843-32.6% | $3,806+21.2% |
| Admin fee / account holder | $453 | $181+150.3% | $9,310-95.1% | $158+186.6% |