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 |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 15 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $17,128 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,978 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,138 | $91,439-38.6% | $135,974-58.7% | $71,511-21.5% |
| Participation rate | 82.9% | 75.7%+7.2pp | 81.9%+0.9pp | 67.9%+14.9pp |
| Annual return | 15.28% | 29.90%-14.6pp | 68.30%-53.0pp | 28.86%-13.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,048 | $7,093-0.6% | $7,760-9.2% | $4,291+64.3% |
| Admin fee / account holder | $418 | $1,267-67.0% | $10,767-96.1% | $1,588-73.7% |