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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $29,040 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,593 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $8,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,489 | $73,638+22.9% | $108,405-16.5% | $79,391+14.0% |
| Participation rate | 50.8% | 77.4%-26.6pp | 80.1%-29.4pp | 70.7%-19.9pp |
| Annual return | 67.35% | 33.27%+34.1pp | 905.55%-838.2pp | 116.88%-49.5pp |
| Employer contribution / active EE | $1,235 | $2,397-48.5% | $3,559-65.3% | $2,428-49.1% |
| Participant deferral / active EE | $4,717 | $6,218-24.1% | $6,563-28.1% | $4,046+16.6% |
| Admin fee / account holder | $332 | $638-48.0% | $7,297-95.5% | $627-47.0% |