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 Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,293 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,457 | $99,957-46.5% | $149,745-64.3% | $73,497-27.3% |
| Participation rate | 86.2% | 75.7%+10.5pp | 82.5%+3.7pp | 70.7%+15.5pp |
| Annual return | 24.60% | 53.87%-29.3pp | 276.72%-252.1pp | 28.51%-3.9pp |
| Employer contribution / active EE | $4,305 | $3,191+34.9% | $4,646-7.3% | $2,270+89.6% |
| Participant deferral / active EE | $9,677 | $6,073+59.4% | $6,843+41.4% | $3,740+158.8% |
| Admin fee / account holder | $84 | $551-84.8% | $9,312-99.1% | $513-83.7% |