Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $2,260 |
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,636 | $39,458-73.0% | $60,547-82.4% | $55,191-80.7% |
| Participation rate | 85.5% | 59.6%+25.9pp | 68.0%+17.5pp | 69.2%+16.3pp |
| Annual return | -0.23% | 3.35%-3.6pp | 335.64%-335.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $202 | $1,210-83.3% | $2,419-91.6% | $1,899-89.4% |
| Participant deferral / active EE | $653 | $2,140-69.5% | $3,328-80.4% | $3,046-78.6% |
| Admin fee / account holder | $11 | $95-88.8% | $4,536-99.8% | $91-88.3% |