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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,694 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD, #100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,000 |
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 | $42,443 | $25,723+65.0% | $69,182-38.6% | $55,167-23.1% |
| Participation rate | 21.8% | 39.4%-17.7pp | 55.1%-33.3pp | 69.0%-47.2pp |
| Annual return | 8.88% | 9.56%-0.7pp | -21.93%+30.8pp | 169.23%-160.4pp |
| Employer contribution / active EE | $347 | $480-27.8% | $1,206-71.2% | $1,963-82.3% |
| Participant deferral / active EE | $793 | $963-17.7% | $1,897-58.2% | $3,054-74.0% |
| Admin fee / account holder | $398 | $365+9.2% | $2,697-85.2% | $504-21.0% |