Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $26,436 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,065 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,957 | $183,539-81.0% | $155,556-77.5% | $145,897-76.0% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.8pp | 80.3%-3.8pp |
| Annual return | 9.61% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $829 | $5,315-84.4% | $4,675-82.3% | $4,663-82.2% |
| Participant deferral / active EE | $3,729 | $6,467-42.3% | $5,631-33.8% | $6,689-44.2% |
| Admin fee / account holder | $153 | $19,275-99.2% | $15,885-99.0% | $13,390-98.9% |