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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,629 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,850 |
Filed as: RETIREMENT PLAN ADMINISTRATION INC Service code 13 · EIN 35-2325143 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Contract Administrator | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,011 | $63,114+7.8% | $92,909-26.8% | $65,185+4.3% |
| Participation rate | 69.6% | 68.8%+0.8pp | 76.0%-6.4pp | 70.2%-0.6pp |
| Annual return | 18.21% | 28.75%-10.5pp | 109.44%-91.2pp | 29.38%-11.2pp |
| Employer contribution / active EE | $359 | $2,571-86.0% | $3,653-90.2% | $2,177-83.5% |
| Participant deferral / active EE | $2,500 | $3,108-19.6% | $4,238-41.0% | $3,514-28.9% |
| Admin fee / account holder | $307 | $624-50.8% | $5,795-94.7% | $847-63.8% |