Filed January 16, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 72 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 662111676 | Other investment fees and expenses | $60,880 |
TIAA2 years Service code 72 730 THIRD AVE. · NEW YORK, NY 100173206 | Other investment fees and expenses | $2,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,104 | $65,322+51.7% | $70,449+40.7% | $73,488+34.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.43% | 15.71%-2.3pp | 109.03%-95.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,046 | $2,460-16.8% | $2,737-25.2% | $2,270-9.9% |
| Participant deferral / active EE | $3,860 | $3,375+14.4% | $3,709+4.1% | $3,740+3.2% |
| Admin fee / account holder | $112 | $214-47.6% | $3,845-97.1% | $513-78.1% |