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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $122,077 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 460 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $59,669 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $21,490 | $62,267-65.5% | $110,243-80.5% | $55,725-61.4% |
| Participation rate | 87.2% | 78.1%+9.0pp | 79.8%+7.3pp | 70.9%+16.3pp |
| Annual return | -4.27% | -1.07%-3.2pp | 314.76%-319.0pp | 244.93%-249.2pp |
| Employer contribution / active EE | $688 | $1,941-64.5% | $3,827-82.0% | $2,078-66.9% |
| Participant deferral / active EE | $1,803 | $3,516-48.7% | $4,672-61.4% | $3,356-46.3% |
| Admin fee / account holder | $151 | $121+24.9% | $8,548-98.2% | $115+31.1% |