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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 13 · EIN 65-0173164 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Contract Administrator | $29,875 |
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $17,586 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,699 | $91,439+4.7% | $135,974-29.6% | $71,511+33.8% |
| Participation rate | 88.5% | 75.7%+12.8pp | 81.9%+6.5pp | 67.9%+20.5pp |
| Annual return | 19.72% | 29.90%-10.2pp | 68.30%-48.6pp | 28.86%-9.1pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $9,333 | $7,093+31.6% | $7,760+20.3% | $4,291+117.5% |
| Admin fee / account holder | $311 | $1,267-75.5% | $10,767-97.1% | $1,588-80.4% |