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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $7,562 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,659 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,229 | $101,672-93.9% | $147,117-95.8% | $74,478-91.6% |
| Participation rate | 84.2% | 75.5%+8.6pp | 82.2%+2.0pp | 67.2%+17.0pp |
| Annual return | 12.69% | 8757.83%-8745.1pp | 420.54%-407.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,607 | $7,305-50.6% | $8,065-55.3% | $4,350-17.1% |
| Admin fee / account holder | $100 | $1,753-94.3% | $12,993-99.2% | $1,946-94.9% |