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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) | $31,576 |
Filed as: GREAT WEST LIFE & ANNUITY INS COMP Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $25,674 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,456 | $99,957-19.5% | $149,745-46.3% | $73,497+9.5% |
| Participation rate | 93.9% | 75.7%+18.2pp | 82.5%+11.4pp | 70.7%+23.2pp |
| Annual return | 11.57% | 53.87%-42.3pp | 276.72%-265.1pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,027 | $3,191-36.5% | $4,646-56.4% | $2,270-10.7% |
| Participant deferral / active EE | $5,473 | $6,073-9.9% | $6,843-20.0% | $3,740+46.3% |
| Admin fee / account holder | $309 | $551-43.8% | $9,312-96.7% | $513-39.7% |