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.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $10,481 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,228 | $80,753-57.6% | $136,298-74.9% | $62,293-45.1% |
| Participation rate | 74.2% | 73.5%+0.7pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 17.39% | 35.83%-18.4pp | 5156.27%-5138.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,508 | $2,884-13.0% | $4,696-46.6% | $2,042+22.8% |
| Participant deferral / active EE | $5,512 | $5,164+6.7% | $6,247-11.8% | $3,169+73.9% |
| Admin fee / account holder | $193 | $525-63.3% | $9,244-97.9% | $479-59.8% |