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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD PARK, KS 66211 | Advisory (Plan) | $30,740 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,288 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,667 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,572 | $70,486-21.2% | $100,535-44.7% | $79,856-30.4% |
| Participation rate | 97.9% | 73.6%+24.3pp | 79.4%+18.5pp | 69.6%+28.3pp |
| Annual return | 11.70% | 21.90%-10.2pp | 30.90%-19.2pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,164 | $2,165-46.2% | $3,419-66.0% | $2,471-52.9% |
| Participant deferral / active EE | $1,802 | $5,182-65.2% | $6,271-71.3% | $3,741-51.8% |
| Admin fee / account holder | $416 | $4,480-90.7% | $8,085-94.9% | $5,306-92.2% |