MyPlanIQ 401k Investor PAYCHEX, INC. 401(k) INCENTIVE RETIREMENT PLAN

PAYCHEX, INC. 401(k) INCENTIVE RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Fidelity American Funds EuroPacific Growth Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Retirement Income FFFAX Fidelity Freedom Income Fund
Moderate Allocation FBALX Fidelity Balanced Fund
ROOT CASH Fidelity U.S. Government Reserve Fund
FIXED INCOME
Short-Term Bond NSTRX Fidelity Columbia Short Term Bond Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
Large Blend FSTMX Fidelity Spartan Total Mkt Index Fund
LARGE VALUE ACGMX Fidelity Van Kampen G/I Fund
SMALL BLEND DISSX Fidelity Dreyfus Small Cap Stock Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Fidelity American Funds EuroPacific Growth Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Retirement Income FFFAX Fidelity Freedom Income Fund
Moderate Allocation FBALX Fidelity Balanced Fund
ROOT CASH Fidelity U.S. Government Reserve Fund
ROOT CASH Fidelity Cash
FIXED INCOME
Short-Term Bond NSTRX Fidelity Columbia Short Term Bond Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
Large Blend FSTMX Fidelity Spartan Total Mkt Index Fund
LARGE VALUE ACGMX Fidelity Van Kampen G/I Fund
SMALL BLEND DISSX Fidelity Dreyfus Small Cap Stock Fund
LARGE GROWTH RGAFX Fidelity American Funds Growth Fund of Amer
LARGE BLEND FSMAX Fidelity Spartan 500 Index Fund
MID-CAP BLEND VSPIX Fidelity Victory Special Value Fund
SMALL BLEND OPMNX Fidelity Oppenheimer Main Street Small Cap Fund
MID-CAP BLEND PESPX Fidelity Dreyfus Mid Cap Index Fund
Total Available Funds: 16
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Fidelity American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund 86% 3 60 0 0.17% 0%
Others
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Moderate Allocation FBALX Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
ROOT CASH Fidelity U.S. Government Reserve Fund 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity Cash 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond NSTRX Fidelity Columbia Short Term Bond Fund 58% 3 60 0 0.96% 3.78%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.67%
US EQUITY
Large Blend FSTMX Fidelity Spartan Total Mkt Index Fund 94% 3 60 0 0.09% 1.62%
LARGE VALUE ACGMX Fidelity Van Kampen G/I Fund 81% 3 60 0 0.79% 1.73%
SMALL BLEND DISSX Fidelity Dreyfus Small Cap Stock Fund 79% 3 60 0 0.5% 12.27%
LARGE GROWTH RGAFX Fidelity American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
LARGE BLEND FSMAX Fidelity Spartan 500 Index Fund 69% 3 60 0 0.03% 1.13%
MID-CAP BLEND VSPIX Fidelity Victory Special Value Fund 54% 3 60 0 1.15% 9.5%
SMALL BLEND OPMNX Fidelity Oppenheimer Main Street Small Cap Fund 41% 3 60 0 1.32% 0%
MID-CAP BLEND PESPX Fidelity Dreyfus Mid Cap Index Fund 0% 3 60 0 0.51% 15.85%
Average Expense Ratio: 0.57%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 4.3% 14.2% 2.1% 6.0% 5.1% 6.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:PAYX)
The plan consists of 17 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

Paychex, Inc., together with its subsidiaries, provides payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses in the United States and Germany.



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