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.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $11,504 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP COMPENSATIO Service code 26 PO BOZ 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $10,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,645 | $48,064+49.1% | $78,778-9.1% | $69,631+2.9% |
| Participation rate | 23.6% | 61.6%-38.0pp | 69.2%-45.6pp | 70.7%-47.1pp |
| Annual return | 14.03% | 21.81%-7.8pp | 35.62%-21.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $556 | $744-25.2% | $1,986-72.0% | $2,032-72.6% |
| Participant deferral / active EE | $1,238 | $2,079-40.5% | $2,958-58.2% | $3,224-61.6% |
| Admin fee / account holder | $270 | $152+77.7% | $5,134-94.7% | $110+144.6% |