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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $20,084 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,740 | $70,475-16.7% | $100,516-41.6% | $79,858-26.4% |
| Participation rate | 60.2% | 73.7%-13.5pp | 79.4%-19.2pp | 69.6%-9.4pp |
| Annual return | 17.01% | 21.90%-4.9pp | 30.89%-13.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $588 | $2,165-72.8% | $3,418-82.8% | $2,471-76.2% |
| Participant deferral / active EE | $5,374 | $5,181+3.7% | $6,270-14.3% | $3,740+43.7% |
| Admin fee / account holder | $566 | $4,478-87.4% | $8,081-93.0% | $5,306-89.3% |