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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $21,166 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $675 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,885 | $59,535-33.0% | $90,161-55.8% | $62,293-36.0% |
| Participation rate | 62.4% | 73.0%-10.6pp | 76.9%-14.4pp | 69.5%-7.1pp |
| Annual return | 37.99% | 23.53%+14.5pp | 34.89%+3.1pp | 28.90%+9.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,942 | $4,639-15.0% | $5,287-25.5% | $3,169+24.4% |
| Admin fee / account holder | $33 | $337-90.1% | $5,943-99.4% | $479-93.0% |