Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $49,919 |
Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 GL YY 7144200129 · NASHVILLE, TN 37238 | Advisory (Participants) | $18,735 |
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 | $39,214 | $101,499-61.4% | $147,005-73.3% | $74,546-47.4% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 15.12% | 8732.34%-8717.2pp | 418.76%-403.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $5,023 | $3,811+31.8% | $4,934+1.8% | $2,624+91.4% |
| Participant deferral / active EE | $9,108 | $7,304+24.7% | $8,070+12.9% | $4,347+109.5% |
| Admin fee / account holder | $310 | $1,748-82.3% | $13,006-97.6% | $1,944-84.0% |