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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $46,281 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,335 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,367 | $106,110-63.8% | $147,005-73.9% | $77,671-50.6% |
| Participation rate | 81.5% | 78.4%+3.1pp | 82.2%-0.7pp | 70.6%+10.9pp |
| Annual return | 21.69% | 56.77%-35.1pp | 418.76%-397.1pp | 31.21%-9.5pp |
| Employer contribution / active EE | $2,553 | $4,065-37.2% | $4,934-48.3% | $2,726-6.4% |
| Participant deferral / active EE | $6,329 | $7,992-20.8% | $8,070-21.6% | $4,648+36.2% |
| Admin fee / account holder | $143 | $338-57.8% | $13,006-98.9% | $430-66.9% |