Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-4032689 23046 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Recordkeeping | $9,552 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,024 | $84,493-75.1% | $125,381-83.2% | $66,938-68.6% |
| Participation rate | 66.4% | 76.4%-10.0pp | 82.4%-16.0pp | 69.8%-3.4pp |
| Annual return | 12.02% | -8.49%+20.5pp | 572.31%-560.3pp | 1.58%+10.4pp |
| Employer contribution / active EE | $2,220 | $3,554-37.5% | $4,815-53.9% | $2,545-12.8% |
| Participant deferral / active EE | $4,268 | $6,783-37.1% | $7,448-42.7% | $4,238+0.7% |
| Admin fee / account holder | $194 | $685-71.7% | $10,007-98.1% | $594-67.3% |