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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,892 |
Filed as: RESOURCES INVESTMNET ADVISORS LLC Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,750 |
Service code 99 815 EYRIE DRIVE · OVIEDO, FL 32765 | Other Fees | $15,440 |
VESTAL & WILER CPAS1 year Service code 99 4656 SW 34TH ST · ORLANDO, FL 32811 | Other Fees | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,262 | $82,163+192.4% | $125,381+91.6% | $64,819+270.7% |
| Participation rate | 90.3% | 77.9%+12.4pp | 82.4%+8.0pp | 71.5%+18.9pp |
| Annual return | -14.00% | 3.49%-17.5pp | 572.31%-586.3pp | 32.84%-46.8pp |
| Employer contribution / active EE | $10,538 | $3,616+191.4% | $4,815+118.8% | $2,507+320.4% |
| Participant deferral / active EE | $9,799 | $7,175+36.6% | $7,448+31.6% | $4,311+127.3% |
| Admin fee / account holder | $270 | $163+65.2% | $10,007-97.3% | $188+43.5% |