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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,072 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Participants) | $5,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,839 | $101,672-88.4% | $147,117-92.0% | $74,478-84.1% |
| Participation rate | 67.8% | 75.5%-7.8pp | 82.2%-14.4pp | 67.2%+0.6pp |
| Annual return | 11.74% | 8757.83%-8746.1pp | 420.54%-408.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $681 | $3,813-82.1% | $4,932-86.2% | $2,626-74.1% |
| Participant deferral / active EE | $3,264 | $7,305-55.3% | $8,065-59.5% | $4,350-25.0% |
| Admin fee / account holder | $127 | $1,753-92.8% | $12,993-99.0% | $1,946-93.5% |