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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $17,972 |
THE WATERFORD GROUP LLC3 years Filed as: THE WATERFORD GROUP Service code 26 800 PARKER HILL DRIVE · ROCHESTER, NY 14610 | Advisory (Participants) | $12,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,021 | $88,702+39.8% | $81,780+51.7% | $145,978-15.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.51% | 1029.12%-1013.6pp | 776.27%-760.8pp | 550.52%-535.0pp |
| Employer contribution / active EE | $29,367 | $3,084+852.1% | $2,914+907.8% | $4,662+529.9% |
| Participant deferral / active EE | $23,713 | $4,645+410.5% | $4,321+448.8% | $6,690+254.5% |
| Admin fee / account holder | $356 | $8,414-95.8% | $7,384-95.2% | $13,400-97.3% |