Filed August 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $258,869 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Consulting | $52,891 |
Service code 16 · EIN 59-3331424 | Consulting | $12,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,424 | $64,311-65.1% | $110,243-79.7% | $75,289-70.2% |
| Participation rate | 59.8% | 79.3%-19.5pp | 79.8%-20.0pp | 72.4%-12.6pp |
| Annual return | -5.28% | -1.74%-3.5pp | 314.76%-320.0pp | -0.04%-5.2pp |
| Employer contribution / active EE | $979 | $2,404-59.3% | $3,827-74.4% | $2,405-59.3% |
| Participant deferral / active EE | $1,484 | $3,892-61.9% | $4,672-68.2% | $3,739-60.3% |
| Admin fee / account holder | $100 | $88+14.4% | $8,548-98.8% | $102-2.0% |