Overview

Plan Rating

BrightScope Rating
53
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (24)
Average in Peer Group (58)
Highest in Peer Group (84)

Plan Description

Resource Exchange 401k Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. Resource Exchange 401k Savings and Investment Plan currently has over 200 active participants and over $2.8M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (53) and the top rated plan (84) could equate to:
14
Additional years of work
229,649
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 6385 Corporate Drive, Suite 301
  • Location
    Colorado Springs , CO
  • 80919
  • Industry
    All Other Personal Services
  • Net Plan Assets
    $2,770,000
  • Total Participants
    230
  • Avg Account Balance
    $17,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Below Avg.
Account Balance:
Poor

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Below Avg.
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Standard Insurance Guaranteed Interest Fund 16%
N/A
Vanguard 500 Index 12%
N/A
T. Rowe Price Blue Chip Growth 12%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
The Standard
Recordkeeper
The Standard
Investment Adviser
Pensionmark Financial Group, LLC
Auditor
Stockman, Kast, Ryan, & Co LLP

Articles and Questions

Boeing Plan Report (Updated)

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Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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