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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $16,200 |
Filed as: TRANSAMERICA Service code 37 · EIN 39-0989781 | Loan Processing | $4,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,116 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,523 | $43,453-36.7% | $109,313-74.8% | $63,975-57.0% |
| Participation rate | 34.9% | 59.3%-24.3pp | 71.3%-36.3pp | 71.1%-36.2pp |
| Annual return | 6.27% | 9.85%-3.6pp | 22.07%-15.8pp | 48.65%-42.4pp |
| Employer contribution / active EE | $92 | $1,799-94.9% | $3,892-97.6% | $2,182-95.8% |
| Participant deferral / active EE | $882 | $2,093-57.9% | $3,166-72.2% | $3,356-73.7% |
| Admin fee / account holder | $49 | $79-37.7% | $5,666-99.1% | $70-30.2% |