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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,628 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD, STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $11,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,601 | $138,076-67.7% | $123,553-63.9% | $135,380-67.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.25% | 153.70%-156.0pp | 119.21%-121.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $3,329 | $5,152-35.4% | $4,628-28.1% | $4,779-30.3% |
| Participant deferral / active EE | $5,790 | $6,800-14.8% | $6,426-9.9% | $5,609+3.2% |
| Admin fee / account holder | $2,153 | $10,917-80.3% | $9,284-76.8% | $10,828-80.1% |