Filed August 21, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $30,140 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,792 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $11,083 |
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 | $41,414 | $85,135-51.4% | $98,920-58.1% | $73,412-43.6% |
| Participation rate | 95.9% | 81.1%+14.7pp | 76.0%+19.8pp | 72.2%+23.7pp |
| Annual return | 133.72% | 19.14%+114.6pp | 196.47%-62.7pp | 59.30%+74.4pp |
| Employer contribution / active EE | $1,316 | $2,721-51.6% | $2,689-51.1% | $2,234-41.1% |
| Participant deferral / active EE | $3,478 | $4,349-20.0% | $4,245-18.1% | $3,806-8.6% |
| Admin fee / account holder | $157 | $139+13.0% | $6,643-97.6% | $158-0.3% |