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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 11101 SWITZER ROAD SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $15,457 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,520 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,218 | $77,164-68.6% | $178,014-86.4% | $80,874-70.1% |
| Participation rate | 91.8% | 65.7%+26.1pp | 77.1%+14.7pp | 67.6%+24.2pp |
| Annual return | 13.85% | 18.09%-4.2pp | 294.80%-281.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,313 | $2,288-42.6% | $3,950-66.8% | $2,756-52.4% |
| Participant deferral / active EE | $3,204 | $4,408-27.3% | $6,276-49.0% | $4,297-25.4% |
| Admin fee / account holder | $205 | $7,164-97.1% | $10,362-98.0% | $6,935-97.0% |