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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,267 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $22,000 |
LARMER & ELSTUN, LLC5+ years Service code 27 13715 WEST 109TH STREET #110 · LENEXA, KS 66215 | Advisory (Plan) | $6,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,778 |
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.)
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 | $64,635 | $40,174+60.9% | $84,020-23.1% | $67,579-4.4% |
| Participation rate | 46.5% | 62.7%-16.1pp | 69.0%-22.5pp | 71.3%-24.7pp |
| Annual return | 101.05% | 25.82%+75.2pp | 71.31%+29.7pp | 378.56%-277.5pp |
| Employer contribution / active EE | $1,021 | $808+26.4% | $1,984-48.5% | $2,148-52.5% |
| Participant deferral / active EE | $2,078 | $2,301-9.7% | $3,239-35.8% | $3,539-41.3% |
| Admin fee / account holder | $388 | $128+202.1% | $6,101-93.6% | $142+172.4% |