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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,935 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,538 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,827 | $23,385+40.4% | $69,182-52.6% | $57,658-43.1% |
| Participation rate | 15.8% | 37.9%-22.1pp | 55.1%-39.3pp | 70.2%-54.4pp |
| Annual return | 11.38% | -659.34%+670.7pp | -21.93%+33.3pp | 5.13%+6.2pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $650 | $843-22.9% | $1,897-65.8% | $3,061-78.8% |
| Admin fee / account holder | $57 | $82-30.8% | $2,697-97.9% | $95-39.9% |