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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 | $14,864 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,080 | $77,962+28.4% | $178,540-43.9% | $80,935+23.7% |
| Participation rate | 98.8% | 65.7%+33.1pp | 77.1%+21.7pp | 67.7%+31.1pp |
| Annual return | 8.97% | 18.10%-9.1pp | 27.15%-18.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $2,403 | $2,280+5.4% | $3,953-39.2% | $2,757-12.8% |
| Participant deferral / active EE | $6,119 | $4,404+38.9% | $6,281-2.6% | $4,299+42.3% |
| Admin fee / account holder | $469 | $7,156-93.4% | $10,424-95.5% | $6,924-93.2% |