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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $72,758 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,265 | $101,653+55.7% | $147,080+7.6% | $74,459+112.6% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 16.40% | 8754.98%-8738.6pp | 420.17%-403.8pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $10,835 | $3,813+184.1% | $4,933+119.6% | $2,626+312.6% |
| Participant deferral / active EE | $18,386 | $7,304+151.7% | $8,066+127.9% | $4,350+322.7% |
| Admin fee / account holder | $688 | $1,752-60.7% | $12,989-94.7% | $1,945-64.6% |