Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,901 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,681 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $381 |
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 | $52,173 | $204,754-74.5% | $94,229-44.6% | - |
| Participation rate | 52.5% | 62.0%-9.5pp | 78.8%-26.2pp | - |
| Annual return | -2.53% | -1.02%-1.5pp | 10.68%-13.2pp | - |
| Employer contribution / active EE | $1,362 | $1,251+8.9% | $3,587-62.0% | - |
| Participant deferral / active EE | $3,575 | $2,009+77.9% | $4,320-17.2% | - |
| Admin fee / account holder | $114 | $13,693-99.2% | $6,269-98.2% | - |