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 |
|---|---|---|
ARGI INVESTMENT SERVICES LLC2 years Filed as: ARGI INVESTMENT SERVICES Service code 15 2201 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Recordkeeping | $20,097 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,948 | $72,273-48.9% | $101,275-63.5% | $79,856-53.7% |
| Participation rate | 59.8% | 68.5%-8.7pp | 75.8%-16.0pp | 69.6%-9.9pp |
| Annual return | 17.38% | 22.30%-4.9pp | 46.48%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,018 | $2,691-25.0% | $3,660-44.9% | $2,471-18.3% |
| Participant deferral / active EE | $4,402 | $3,282+34.1% | $4,371+0.7% | $3,741+17.7% |
| Admin fee / account holder | $261 | $4,401-94.1% | $5,948-95.6% | $5,306-95.1% |