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 | $5,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,172 | $65,440-92.1% | $98,506-94.7% | $85,851-94.0% |
| Participation rate | 60.4% | 65.0%-4.6pp | 73.3%-12.9pp | 69.3%-8.9pp |
| Annual return | 22.58% | 21.75%+0.8pp | 1494.92%-1472.3pp | 318.63%-296.1pp |
| Employer contribution / active EE | $1,443 | $2,169-33.5% | $2,961-51.3% | $2,565-43.8% |
| Participant deferral / active EE | $2,628 | $3,168-17.0% | $4,277-38.5% | $3,952-33.5% |
| Admin fee / account holder | $50 | $4,596-98.9% | $5,955-99.2% | $6,261-99.2% |