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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $170,763 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,350 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,137 | $42,419-59.6% | $104,294-83.6% | $77,904-78.0% |
| Participation rate | 57.9% | 51.6%+6.4pp | 73.3%-15.3pp | 73.7%-15.8pp |
| Annual return | -14.55% | -11.16%-3.4pp | 24.61%-39.2pp | 12.21%-26.8pp |
| Employer contribution / active EE | $546 | $1,105-50.6% | $3,372-83.8% | $2,848-80.8% |
| Participant deferral / active EE | $1,345 | $1,992-32.5% | $4,625-70.9% | $4,806-72.0% |
| Admin fee / account holder | $88 | $117-24.9% | $7,339-98.8% | $133-33.5% |