Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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) | $9,669 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,972 | $89,465-24.0% | $165,100-58.8% | $77,762-12.6% |
| Participation rate | 44.2% | 78.6%-34.5pp | 78.6%-34.5pp | 70.6%-26.4pp |
| Annual return | 15.97% | 28.86%-12.9pp | 70.21%-54.2pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,028 | $2,565-59.9% | $4,348-76.3% | $2,728-62.3% |
| Participant deferral / active EE | $1,686 | $4,904-65.6% | $6,035-72.1% | $4,651-63.7% |
| Admin fee / account holder | $157 | $340-53.7% | $12,696-98.8% | $433-63.7% |