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 Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $47,052 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,641 |
ADP BROKER-DEALER1 year Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,170 | $84,499-60.7% | $125,391-73.5% | $66,949-50.5% |
| Participation rate | 93.4% | 76.4%+16.9pp | 82.4%+11.0pp | 69.8%+23.5pp |
| Annual return | -21.09% | -8.49%-12.6pp | 572.41%-593.5pp | 1.57%-22.7pp |
| Employer contribution / active EE | $2,752 | $3,554-22.6% | $4,816-42.9% | $2,545+8.1% |
| Participant deferral / active EE | $8,639 | $6,785+27.3% | $7,448+16.0% | $4,239+103.8% |
| Admin fee / account holder | $199 | $685-71.0% | $10,009-98.0% | $594-66.5% |