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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,711 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,744 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,849 | $76,112-64.7% | $96,544-72.2% | $71,529-62.5% |
| Participation rate | 79.9% | 74.4%+5.5pp | 76.0%+3.9pp | 67.9%+12.0pp |
| Annual return | 16.68% | 22.80%-6.1pp | 25.88%-9.2pp | 28.97%-12.3pp |
| Employer contribution / active EE | $2,437 | $2,248+8.4% | $2,966-17.8% | $2,590-5.9% |
| Participant deferral / active EE | $5,913 | $4,217+40.2% | $4,851+21.9% | $4,291+37.8% |
| Admin fee / account holder | $107 | $2,708-96.0% | $8,254-98.7% | $1,588-93.2% |