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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $68,750 |
Service code 99 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Fees | $6,250 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $27,660 | $40,113-31.0% | $84,023-67.1% | $77,775-64.4% |
| Participation rate | 87.5% | 62.8%+24.7pp | 69.0%+18.5pp | 73.2%+14.3pp |
| Annual return | 23.42% | 23.27%+0.2pp | 71.32%-47.9pp | 32.58%-9.2pp |
| Employer contribution / active EE | $0 | $847-100.0% | $1,984-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,450 | $2,030+20.7% | $3,239-24.4% | $3,966-38.2% |
| Admin fee / account holder | $37 | $92-59.6% | $6,102-99.4% | $100-63.0% |