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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,272 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,496 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,831 | $54,679+58.8% | $76,119+14.1% | $74,459+16.6% |
| Participation rate | 47.6% | 60.3%-12.7pp | 69.1%-21.5pp | 67.2%-19.6pp |
| Annual return | 10.48% | 31.90%-21.4pp | 361.25%-350.8pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $38 | $1,781-97.9% | $2,693-98.6% | $2,626-98.6% |
| Participant deferral / active EE | $4,250 | $3,072+38.3% | $4,259-0.2% | $4,350-2.3% |
| Admin fee / account holder | $276 | $2,238-87.7% | $6,421-95.7% | $1,945-85.8% |