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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,612 |
GOLDMAN SACHS1 year Filed as: AVEO CAPITAL PARTNERS, LLC Service code 26 · EIN 27-4981131 9635 MAROON CIRCLE #440 · ENGLEWOOD, CO 80112 | Advisory (Participants) | $12,385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,421 | $101,672-35.7% | $147,117-55.5% | $74,478-12.2% |
| Participation rate | 70.3% | 75.5%-5.3pp | 82.2%-11.9pp | 67.2%+3.1pp |
| Annual return | 14.74% | 8757.83%-8743.1pp | 420.54%-405.8pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,799 | $3,813-52.8% | $4,932-63.5% | $2,626-31.5% |
| Participant deferral / active EE | $3,813 | $7,305-47.8% | $8,065-52.7% | $4,350-12.4% |
| Admin fee / account holder | $254 | $1,753-85.5% | $12,993-98.0% | $1,946-86.9% |