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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 | $78,015-69.0% | $178,505-86.4% | $80,959-70.1% |
| Participation rate | 91.8% | 65.7%+26.2pp | 77.1%+14.7pp | 67.7%+24.2pp |
| Annual return | 13.85% | 18.10%-4.3pp | 27.16%-13.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,313 | $2,281-42.5% | $3,955-66.8% | $2,757-52.4% |
| Participant deferral / active EE | $3,204 | $4,406-27.3% | $6,280-49.0% | $4,300-25.5% |
| Admin fee / account holder | $205 | $7,160-97.1% | $10,428-98.0% | $6,925-97.0% |