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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,130 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,046 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,524 | $61,172-58.3% | $185,851-86.3% | $79,389-67.9% |
| Participation rate | 67.8% | 66.6%+1.1pp | 81.7%-13.9pp | 70.7%-2.9pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.11%-122.1pp | 116.89%-116.9pp |
| Employer contribution / active EE | $2,327 | $2,321+0.3% | $5,168-55.0% | $2,428-4.2% |
| Participant deferral / active EE | $4,501 | $2,788+61.4% | $5,569-19.2% | $4,046+11.2% |
| Admin fee / account holder | $119 | $710-83.2% | $16,245-99.3% | $626-81.0% |