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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) | $43,128 |
Filed as: GREAT WEST LIFE & ANNUITY INS COMP Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Securities broker... | $27,864 |
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 | $81,527 | $104,482-22.0% | $159,455-48.9% | $79,393+2.7% |
| Participation rate | 95.8% | 76.6%+19.1pp | 82.8%+12.9pp | 70.7%+25.1pp |
| Annual return | 10.87% | 67.96%-57.1pp | 263.63%-252.8pp | 116.87%-106.0pp |
| Employer contribution / active EE | $1,818 | $3,416-46.8% | $4,830-62.4% | $2,428-25.1% |
| Participant deferral / active EE | $6,155 | $6,467-4.8% | $7,353-16.3% | $4,046+52.1% |
| Admin fee / account holder | $364 | $711-48.8% | $10,800-96.6% | $627-41.9% |