Filed June 14, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,772 |
Filed as: RESOURCES INVESTEMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $19,493 |
Filed as: RETIREMENT PLANNING SERVICES Service code 13 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $5,098 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD. STE. 100 · OVERLAND PARK, KS 66211 | Investment Management | $2,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,507 | $62,132-62.2% | $185,835-87.4% | $73,493-68.0% |
| Participation rate | 96.4% | 67.8%+28.5pp | 78.0%+18.3pp | 70.7%+25.7pp |
| Annual return | 14.19% | 20.44%-6.2pp | 35.96%-21.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $537 | $1,681-68.0% | $4,087-86.9% | $2,270-76.3% |
| Participant deferral / active EE | $4,632 | $3,711+24.8% | $5,633-17.8% | $3,740+23.9% |
| Admin fee / account holder | $310 | $419-26.0% | $9,502-96.7% | $513-39.6% |