Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HNP CAPITAL LLC1 year Service code 15 180 OFFICE PARK WAY · PITTSFORD, NY 14534 | Recordkeeping | $11,740 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,883 |
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 | $16,282 | $58,320-72.1% | $86,451-81.2% | $66,949-75.7% |
| Participation rate | 99.4% | 78.6%+20.9pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | 14.83% | -9.71%+24.5pp | 4398.51%-4383.7pp | 1.57%+13.3pp |
| Employer contribution / active EE | $1,835 | $2,615-29.9% | $3,770-51.3% | $2,545-27.9% |
| Participant deferral / active EE | $4,191 | $6,899-39.3% | $6,953-39.7% | $4,239-1.1% |
| Admin fee / account holder | $110 | $546-79.8% | $6,734-98.4% | $594-81.4% |