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 | $10,478 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,053 | $63,314-68.3% | $91,004-78.0% | $62,293-67.8% |
| Participation rate | 88.5% | 73.3%+15.1pp | 75.6%+12.9pp | 69.5%+18.9pp |
| Annual return | 9.01% | 21.00%-12.0pp | 4.60%+4.4pp | 28.90%-19.9pp |
| Employer contribution / active EE | $477 | $1,807-73.6% | $2,456-80.6% | $2,042-76.6% |
| Participant deferral / active EE | $1,507 | $2,944-48.8% | $3,548-57.5% | $3,169-52.4% |
| Admin fee / account holder | $41 | $468-91.2% | $5,417-99.2% | $479-91.4% |