Filed November 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VSR FINANCIAL SERVICES INC1+ years Service code 55 8620 W 110TH ST #200 · OVERLAND PARK, KS 662109651 | Other Commissions | $68,724 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,406 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,270 | $112,315-25.9% | $81,367+2.3% | $55,191+50.9% |
| Participation rate | 85.3% | 88.0%-2.7pp | 82.3%+3.0pp | 69.2%+16.2pp |
| Annual return | 2.67% | 0.62%+2.0pp | -0.92%+3.6pp | 10.78%-8.1pp |
| Employer contribution / active EE | $0 | $4,239-100.0% | $3,930-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,555 | $6,435-13.7% | $5,383+3.2% | $3,046+82.4% |
| Admin fee / account holder | $17 | $83-79.6% | $8,926-99.8% | $91-81.3% |