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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) | $34,541 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,619 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $998 |
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 | $34,484 | $69,231-50.2% | $91,994-62.5% | $67,579-49.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 78.6%+21.4pp | 71.3%+28.7pp |
| Annual return | 23.50% | 32.03%-8.5pp | 69.03%-45.5pp | 378.56%-355.1pp |
| Employer contribution / active EE | $3,193 | $2,284+39.8% | $3,452-7.5% | $2,148+48.6% |
| Participant deferral / active EE | $6,737 | $5,854+15.1% | $5,923+13.7% | $3,539+90.4% |
| Admin fee / account holder | $86 | $107-19.8% | $7,743-98.9% | $142-39.5% |