Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $28,005 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,031 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,521 | $69,511+46.1% | $94,672+7.2% | $71,529+41.9% |
| Participation rate | 96.4% | 78.4%+18.0pp | 80.8%+15.5pp | 67.9%+28.4pp |
| Annual return | 17.11% | 29.67%-12.6pp | 156.89%-139.8pp | 28.97%-11.9pp |
| Employer contribution / active EE | $3,271 | $2,853+14.6% | $3,673-11.0% | $2,590+26.3% |
| Participant deferral / active EE | $10,407 | $7,348+41.6% | $7,417+40.3% | $4,291+142.5% |
| Admin fee / account holder | $178 | $1,211-85.3% | $7,222-97.5% | $1,588-88.8% |