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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $6,596 |
Filed as: GREAT-WEST LIFE & ANNUITY LIFE INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,666 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $2,635 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,831 | $55,636-73.3% | $81,991-81.9% | $73,493-79.8% |
| Participation rate | 99.4% | 62.3%+37.1pp | 69.3%+30.1pp | 70.7%+28.7pp |
| Annual return | 23.44% | 19.07%+4.4pp | 41.31%-17.9pp | 28.51%-5.1pp |
| Employer contribution / active EE | $1,228 | $1,625-24.4% | $2,498-50.8% | $2,270-45.9% |
| Participant deferral / active EE | $2,654 | $2,762-3.9% | $3,722-28.7% | $3,740-29.0% |
| Admin fee / account holder | $95 | $493-80.7% | $5,665-98.3% | $513-81.4% |