Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,155 | $59,467-20.7% | $93,727-49.7% | $74,478-36.7% |
| Participation rate | 80.3% | 59.6%+20.6pp | 68.7%+11.5pp | 67.2%+13.0pp |
| Annual return | 13.69% | 82.14%-68.4pp | 133.83%-120.1pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $3,056 | $1,267+141.3% | $2,421+26.2% | $2,626+16.4% |
| Participant deferral / active EE | $5,710 | $3,052+87.1% | $4,417+29.3% | $4,350+31.3% |
| Admin fee / account holder | $131 | $3,028-95.7% | $8,292-98.4% | $1,946-93.3% |