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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,818 |
Filed as: GREAT WEST LIFE & ANNUITY INS COMP Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $26,472 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,924 | $89,652-17.5% | $141,191-47.6% | $65,185+13.4% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.5%+7.8pp | 70.2%+20.1pp |
| Annual return | 18.56% | 32.79%-14.2pp | 71.41%-52.9pp | 29.38%-10.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,451 | $5,691-4.2% | $6,710-18.8% | $3,514+55.1% |
| Admin fee / account holder | $290 | $569-49.0% | $10,264-97.2% | $847-65.8% |