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.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $42,727 |
MORRISSEY WEALTH MANAGEMENT5 years Service code 26 · EIN 13-3749682 97 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Advisory (Participants) | $11,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,878 | $55,437-73.2% | $155,534-90.4% | $74,459-80.0% |
| Participation rate | 47.6% | 61.9%-14.3pp | 78.2%-30.6pp | 67.2%-19.6pp |
| Annual return | 10.90% | 269.58%-258.7pp | 64.92%-54.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,879 | $2,837-33.8% | $5,630-66.6% | $4,350-56.8% |
| Admin fee / account holder | $209 | $1,742-88.0% | $15,900-98.7% | $1,945-89.2% |