See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,879 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 26 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $5,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $148,534-100.0% | $135,903-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 14.78% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $11,617 | $5,243+121.6% | $4,856+139.2% | $4,751+144.5% |
| Participant deferral / active EE | $9,065 | $8,100+11.9% | $7,758+16.8% | $6,710+35.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |