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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 | $8,990 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $8,380 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 99-2772395 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $6,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,396 | $90,621-87.4% | $120,225-90.5% | $103,975-89.0% |
| Participation rate | 17.6% | 53.5%-35.9pp | 69.6%-52.0pp | 72.5%-54.9pp |
| Annual return | 16.86% | 16.48%+0.4pp | 439.23%-422.4pp | 19.41%-2.6pp |
| Employer contribution / active EE | $332 | $4,227-92.2% | $3,475-90.5% | $3,722-91.1% |
| Participant deferral / active EE | $575 | $3,312-82.6% | $3,999-85.6% | $5,343-89.2% |
| Admin fee / account holder | $117 | $428-72.7% | $5,696-97.9% | $332-64.9% |