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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 15 · EIN 65-0173164 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Recordkeeping | $31,444 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,564 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,341 | $84,487+14.0% | $125,339-23.1% | $66,914+44.0% |
| Participation rate | 86.4% | 76.4%+10.0pp | 82.4%+4.1pp | 69.8%+16.6pp |
| Annual return | -20.28% | -8.39%-11.9pp | 572.05%-592.3pp | 1.58%-21.9pp |
| Employer contribution / active EE | $2,678 | $3,553-24.6% | $4,814-44.4% | $2,544+5.3% |
| Participant deferral / active EE | $7,230 | $6,781+6.6% | $7,446-2.9% | $4,237+70.7% |
| Admin fee / account holder | $292 | $685-57.4% | $10,010-97.1% | $593-50.8% |