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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $27,997 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,826 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $634 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $29,815 | $62,543-52.3% | $83,322-64.2% | $55,725-46.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | 60.53% | 14.85%+45.7pp | 10.64%+49.9pp | 244.93%-184.4pp |
| Employer contribution / active EE | $4,684 | $2,427+93.0% | $3,379+38.6% | $2,078+125.4% |
| Participant deferral / active EE | $6,517 | $5,682+14.7% | $5,565+17.1% | $3,356+94.2% |
| Admin fee / account holder | $60 | $103-41.7% | $7,540-99.2% | $115-47.8% |