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 |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC2 years Service code 26 698 N MAITLAND AVE · LONGWOOD, FL 32751 | Advisory (Participants) | $13,680 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,380 | $51,092-54.2% | $76,735-69.5% | $79,634-70.6% |
| Participation rate | 54.1% | 50.2%+3.9pp | 69.5%-15.4pp | 62.5%-8.4pp |
| Annual return | 23.43% | 18.04%+5.4pp | 29.77%-6.3pp | 36.46%-13.0pp |
| Employer contribution / active EE | $1,266 | $1,519-16.6% | $2,454-48.4% | $2,529-49.9% |
| Participant deferral / active EE | $1,822 | $2,529-28.0% | $4,088-55.4% | $3,835-52.5% |
| Admin fee / account holder | $280 | $1,865-85.0% | $7,189-96.1% | $1,002-72.0% |