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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $77,679 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $43,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,080 | $83,090-28.9% | $130,062-54.6% | $71,529-17.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 19.08% | 20.61%-1.5pp | -137.37%+156.4pp | 28.97%-9.9pp |
| Employer contribution / active EE | $2,873 | $2,624+9.5% | $4,322-33.5% | $2,590+10.9% |
| Participant deferral / active EE | $7,951 | $4,436+79.2% | $5,821+36.6% | $4,291+85.3% |
| Admin fee / account holder | $478 | $1,727-72.3% | $10,601-95.5% | $1,588-69.9% |