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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 | $106,264-63.9% | $147,117-73.9% | $77,762-50.7% |
| Participation rate | 81.5% | 78.4%+3.1pp | 82.2%-0.7pp | 70.6%+10.9pp |
| Annual return | 21.69% | 56.94%-35.2pp | 420.54%-398.8pp | 31.27%-9.6pp |
| Employer contribution / active EE | $2,553 | $4,074-37.3% | $4,932-48.2% | $2,728-6.4% |
| Participant deferral / active EE | $6,329 | $8,003-20.9% | $8,065-21.5% | $4,651+36.1% |
| Admin fee / account holder | $143 | $334-57.4% | $12,993-98.9% | $433-67.1% |