Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DJY CAPITAL, LLC2 years Service code 26 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Participants) | $27,225 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,465 |
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,721 | $91,760-70.9% | $156,181-82.9% | $67,986-60.7% |
| Participation rate | 82.9% | 65.0%+17.9pp | 78.8%+4.1pp | 57.2%+25.7pp |
| Annual return | 18.70% | 18.14%+0.6pp | 64.87%-46.2pp | 31.67%-13.0pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,839 | $3,960-28.3% | $6,132-53.7% | $3,358-15.4% |
| Admin fee / account holder | $280 | $3,949-92.9% | $14,586-98.1% | $3,203-91.2% |