Filed October 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,482 |
Filed as: VISIONARY WEALTH ADVISORS LLC Service code 26 1405 N GREEN MOUNT RD · OFALLON, IL 62269 | Advisory (Participants) | $11,678 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,654 | $79,209-52.5% | $102,434-63.2% | $74,459-49.4% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 15.62% | 54.98%-39.4pp | 29.46%-13.8pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $3,559 | $2,362+50.6% | $3,023+17.7% | $2,626+35.5% |
| Participant deferral / active EE | $5,894 | $4,417+33.4% | $5,055+16.6% | $4,350+35.5% |
| Admin fee / account holder | $119 | $2,002-94.1% | $9,462-98.7% | $1,945-93.9% |