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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $45,795 |
401K GENERATION6 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $24,273 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $9,728 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,808 | $66,486-67.2% | $81,370-73.2% | $77,762-72.0% |
| Participation rate | 89.0% | 68.7%+20.3pp | 69.5%+19.5pp | 70.6%+18.5pp |
| Annual return | 29.40% | 15.95%+13.5pp | 24.85%+4.6pp | 31.27%-1.9pp |
| Employer contribution / active EE | $861 | $2,158-60.1% | $2,464-65.1% | $2,728-68.4% |
| Participant deferral / active EE | $7,808 | $3,677+112.4% | $3,885+101.0% | $4,651+67.9% |
| Admin fee / account holder | $71 | $586-87.8% | $5,749-98.8% | $433-83.6% |