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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 DBA BUKATY COMPANIES · OVERLAND PARK, KS 66211 | Advisory (Plan) | $3,874 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,096 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,673 | $63,924-17.6% | $108,582-51.5% | $55,167-4.5% |
| Participation rate | 36.9% | 74.3%-37.4pp | 79.6%-42.7pp | 69.0%-32.1pp |
| Annual return | 6.51% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $943 | $1,879-49.8% | $3,758-74.9% | $1,963-51.9% |
| Participant deferral / active EE | $2,355 | $3,067-23.2% | $4,311-45.4% | $3,054-22.9% |
| Admin fee / account holder | $108 | $618-82.6% | $7,645-98.6% | $504-78.7% |