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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $7,176 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,535 |
Service code 99 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Fees | $736 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,987 | $52,961-66.0% | $172,752-89.6% | $65,185-72.4% |
| Participation rate | 68.5% | 66.2%+2.3pp | 82.6%-14.1pp | 70.2%-1.7pp |
| Annual return | 15.76% | 30.12%-14.4pp | 802.97%-787.2pp | 29.38%-13.6pp |
| Employer contribution / active EE | $195 | $2,190-91.1% | $5,144-96.2% | $2,177-91.0% |
| Participant deferral / active EE | $1,946 | $2,471-21.3% | $5,198-62.6% | $3,514-44.6% |
| Admin fee / account holder | $125 | $472-73.6% | $13,955-99.1% | $847-85.3% |