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 Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,904 |
Service code 26 PO BOX 29650 · PHOENIX, AZ 85038 | Advisory (Participants) | $7,527 |
Service code 27 | Advisory (Plan) | $5,443 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,076 | $106,110-84.8% | $147,005-89.1% | $77,671-79.3% |
| Participation rate | 76.8% | 78.4%-1.6pp | 82.2%-5.3pp | 70.6%+6.2pp |
| Annual return | 12.56% | 56.77%-44.2pp | 418.76%-406.2pp | 31.21%-18.7pp |
| Employer contribution / active EE | $1,105 | $4,065-72.8% | $4,934-77.6% | $2,726-59.5% |
| Participant deferral / active EE | $2,719 | $7,992-66.0% | $8,070-66.3% | $4,648-41.5% |
| Admin fee / account holder | $119 | $338-64.6% | $13,006-99.1% | $430-72.2% |