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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) | $13,125 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,058 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $40,035 | $25,302+58.2% | $74,719-46.4% | $67,579-40.8% |
| Participation rate | 16.4% | 37.8%-21.5pp | 54.5%-38.1pp | 71.3%-54.9pp |
| Annual return | 19.58% | 10291.17%-10271.6pp | 753.05%-733.5pp | 378.56%-359.0pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $966 | $954+1.3% | $1,963-50.8% | $3,539-72.7% |
| Admin fee / account holder | $119 | $108+10.8% | $3,334-96.4% | $142-16.2% |