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 year Filed as: PAYCHEX Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $20,194 |
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 | $41,466 | $64,909-36.1% | $82,312-49.6% | $62,293-33.4% |
| Participation rate | 90.3% | 74.9%+15.4pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 12.78% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $987 | $1,676-41.1% | $2,428-59.4% | $2,042-51.7% |
| Participant deferral / active EE | $2,692 | $3,103-13.3% | $3,706-27.4% | $3,169-15.1% |
| Admin fee / account holder | $159 | $440-63.9% | $5,608-97.2% | $479-66.9% |