Filed August 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $286,331 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Consulting | $60,369 |
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 | $26,794 | $73,125-63.4% | $125,195-78.6% | $77,775-65.5% |
| Participation rate | 61.1% | 79.4%-18.3pp | 79.8%-18.7pp | 73.2%-12.1pp |
| Annual return | 23.71% | 24.71%-1.0pp | 43.79%-20.1pp | 32.58%-8.9pp |
| Employer contribution / active EE | $996 | $2,413-58.7% | $3,866-74.2% | $2,504-60.2% |
| Participant deferral / active EE | $1,678 | $3,966-57.7% | $4,937-66.0% | $3,966-57.7% |
| Admin fee / account holder | $96 | $89+7.9% | $9,704-99.0% | $100-3.6% |