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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,160 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $5,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,581 | $82,674-55.8% | $125,381-70.8% | $68,486-46.6% |
| Participation rate | 49.5% | 75.1%-25.6pp | 82.4%-32.9pp | 67.9%-18.4pp |
| Annual return | -21.92% | -5.97%-15.9pp | 572.31%-594.2pp | -7.85%-14.1pp |
| Employer contribution / active EE | $537 | $3,382-84.1% | $4,815-88.9% | $2,597-79.3% |
| Participant deferral / active EE | $3,567 | $6,111-41.6% | $7,448-52.1% | $4,028-11.4% |
| Admin fee / account holder | $219 | $6,277-96.5% | $10,007-97.8% | $5,404-95.9% |