Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $25,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,974 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1,261 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,814 | $46,332-52.9% | $143,797-84.8% | $64,824-66.3% |
| Participation rate | 64.6% | 64.2%+0.4pp | 80.3%-15.7pp | 71.5%-6.9pp |
| Annual return | -15.45% | -10.05%-5.4pp | -0.04%-15.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $2,065 | $1,911+8.0% | $4,952-58.3% | $2,507-17.7% |
| Participant deferral / active EE | $3,893 | $2,647+47.0% | $5,638-31.0% | $4,311-9.7% |
| Admin fee / account holder | $140 | $154-9.3% | $14,679-99.0% | $188-25.7% |