Filed June 17, 2013
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $20,478 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $10,359 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Recordkeeping fees; Other fees; Direc... | $10,124 |
UNITED OF OMAHA1 year Service code 37 · EIN 47-0322111 | Loan Processing | $6,566 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,156 | $68,880+77.3% | $120,580+1.3% | $80,959+50.9% |
| Participation rate | 90.9% | 61.7%+29.2pp | 72.0%+19.0pp | 67.7%+23.2pp |
| Annual return | 9.83% | 23.68%-13.8pp | 107.48%-97.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $8,402 | $2,066+306.6% | $3,469+142.2% | $2,757+204.7% |
| Participant deferral / active EE | $6,387 | $3,191+100.2% | $4,995+27.9% | $4,300+48.5% |
| Admin fee / account holder | $485 | $5,785-91.6% | $9,418-94.9% | $6,925-93.0% |