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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD, STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,453 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,665 |
Filed as: RETIREMENT PLANNING SERVICES INC. Service code 13 | Contract Administrator | $1,245 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $105 |
Service code 13 P.O. BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,661 | $157,304-65.3% | $141,197-61.3% | $152,909-64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.98% | 64.34%-50.4pp | 71.41%-57.4pp | 345.46%-331.5pp |
| Employer contribution / active EE | $4,294 | $5,263-18.4% | $4,736-9.3% | $4,764-9.9% |
| Participant deferral / active EE | $6,695 | $7,111-5.8% | $6,710-0.2% | $5,851+14.4% |
| Admin fee / account holder | $2,773 | $12,126-77.1% | $10,265-73.0% | $11,601-76.1% |