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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,458 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 15 · EIN 43-1451524 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Recordkeeping | $9,209 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,662 | $84,493-87.4% | $125,381-91.5% | $66,938-84.1% |
| Participation rate | 85.7% | 76.4%+9.3pp | 82.4%+3.3pp | 69.8%+15.9pp |
| Annual return | -10.72% | -8.49%-2.2pp | 572.31%-583.0pp | 1.58%-12.3pp |
| Employer contribution / active EE | $1,659 | $3,554-53.3% | $4,815-65.5% | $2,545-34.8% |
| Participant deferral / active EE | $2,240 | $6,783-67.0% | $7,448-69.9% | $4,238-47.1% |
| Admin fee / account holder | $127 | $685-81.5% | $10,007-98.7% | $594-78.7% |