Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,772 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,928 | $101,672-70.6% | $147,117-79.7% | $74,478-59.8% |
| Participation rate | 97.9% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 12.05% | 8757.83%-8745.8pp | 420.54%-408.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,642 | $3,813-56.9% | $4,932-66.7% | $2,626-37.5% |
| Participant deferral / active EE | $4,481 | $7,305-38.7% | $8,065-44.4% | $4,350+3.0% |
| Admin fee / account holder | $110 | $1,753-93.7% | $12,993-99.2% | $1,946-94.3% |