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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $36,172 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,769 | $76,696+109.6% | $96,515+66.6% | $71,511+124.8% |
| Participation rate | 88.4% | 66.6%+21.8pp | 74.3%+14.0pp | 67.9%+20.4pp |
| Annual return | 18.92% | 48.32%-29.4pp | 35.73%-16.8pp | 28.86%-9.9pp |
| Employer contribution / active EE | $3,456 | $3,032+14.0% | $3,740-7.6% | $2,589+33.5% |
| Participant deferral / active EE | $7,118 | $3,770+88.8% | $4,880+45.9% | $4,291+65.9% |
| Admin fee / account holder | $363 | $2,030-82.1% | $6,735-94.6% | $1,588-77.1% |