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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,294 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD SUITE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $8,720 |
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 | $72,491 | $55,449+30.7% | $83,831-13.5% | $56,289+28.8% |
| Participation rate | 11.5% | 68.0%-56.5pp | 76.1%-64.7pp | 69.9%-58.4pp |
| Annual return | -6.06% | -1.38%-4.7pp | 850.99%-857.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $402 | $2,430-83.5% | $3,631-88.9% | $2,111-81.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $619 | $656-5.7% | $5,479-88.7% | $521+18.8% |