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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, Service code 15 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Recordkeeping | $8,117 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,795 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,150 | $99,957-74.8% | $149,745-83.2% | $73,497-65.8% |
| Participation rate | 56.6% | 75.7%-19.1pp | 82.5%-25.8pp | 70.7%-14.0pp |
| Annual return | 8.46% | 53.87%-45.4pp | 276.72%-268.3pp | 28.51%-20.1pp |
| Employer contribution / active EE | $1,420 | $3,191-55.5% | $4,646-69.4% | $2,270-37.4% |
| Participant deferral / active EE | $2,275 | $6,073-62.5% | $6,843-66.8% | $3,740-39.2% |
| Admin fee / account holder | $210 | $551-61.9% | $9,312-97.7% | $513-59.1% |