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 |
|---|---|---|
Service code 15 1011 TREMONT STREET · GALVESTON, TX 77550 | Recordkeeping | $23,158 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $51,724 | $73,102-29.2% | $123,549-58.1% | $56,287-8.1% |
| Participation rate | 35.2% | 74.3%-39.1pp | 82.3%-47.1pp | 69.9%-34.6pp |
| Annual return | -7.10% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,801 | $2,977-39.5% | $4,628-61.1% | $2,111-14.7% |
| Participant deferral / active EE | $2,196 | $5,423-59.5% | $6,426-65.8% | $3,350-34.4% |
| Admin fee / account holder | $392 | $554-29.2% | $9,284-95.8% | $521-24.7% |