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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) | $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 | $89,435-24.0% | $164,975-58.8% | $77,714-12.5% |
| Participation rate | 44.2% | 78.6%-34.5pp | 78.6%-34.5pp | 70.6%-26.4pp |
| Annual return | 15.97% | 28.82%-12.8pp | 70.12%-54.2pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,028 | $2,563-59.9% | $4,343-76.3% | $2,727-62.3% |
| Participant deferral / active EE | $1,686 | $4,901-65.6% | $6,033-72.1% | $4,649-63.7% |
| Admin fee / account holder | $157 | $340-53.7% | $12,688-98.8% | $433-63.7% |