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 · LEAWOOD, KS 66211 | Advisory (Plan) | $16,235 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,488 |
Filed as: RETIREMENT PLANNING SERVICES INC. Service code 13 P.O. BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $5,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,289 | $53,901-53.1% | $134,162-81.2% | $73,493-65.6% |
| Participation rate | 32.3% | 62.8%-30.5pp | 72.2%-39.8pp | 70.7%-38.3pp |
| Annual return | 52.77% | 15.82%+36.9pp | 36.35%+16.4pp | 28.51%+24.3pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,463 | $2,739-46.6% | $3,500-58.2% | $3,740-60.9% |
| Admin fee / account holder | $478 | $581-17.7% | $6,685-92.9% | $513-6.8% |