Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $16,675 |
LPL FINANCIAL3+ years Service code 26 · EIN 04-3046611 P O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $15,717 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,067 | $55,470+13.7% | $155,556-59.5% | $74,478-15.3% |
| Participation rate | 79.1% | 61.9%+17.2pp | 78.2%+0.8pp | 67.2%+11.8pp |
| Annual return | 18.87% | 269.80%-250.9pp | 64.84%-46.0pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $2,927 | $2,267+29.1% | $4,675-37.4% | $2,626+11.4% |
| Participant deferral / active EE | $6,714 | $2,838+136.6% | $5,631+19.2% | $4,350+54.3% |
| Admin fee / account holder | $169 | $1,744-90.3% | $15,885-98.9% | $1,946-91.3% |