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 Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,095 | $49,138-48.9% | $84,021-70.1% | $65,185-61.5% |
| Participation rate | 35.4% | 60.7%-25.3pp | 69.0%-33.6pp | 70.2%-34.8pp |
| Annual return | 18.23% | 23.00%-4.8pp | 71.32%-53.1pp | 29.38%-11.2pp |
| Employer contribution / active EE | $613 | $914-32.9% | $1,984-69.1% | $2,177-71.8% |
| Participant deferral / active EE | $1,167 | $2,397-51.3% | $3,239-64.0% | $3,514-66.8% |
| Admin fee / account holder | $196 | $543-63.9% | $6,102-96.8% | $847-76.8% |