Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,052 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $56,155 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,650 | $45,109-12.1% | $85,187-53.5% | $77,736-49.0% |
| Participation rate | 47.2% | 48.7%-1.4pp | 67.5%-20.3pp | 70.6%-23.3pp |
| Annual return | 19.89% | 79.55%-59.7pp | 66.67%-46.8pp | 31.26%-11.4pp |
| Employer contribution / active EE | $1,513 | $1,602-5.5% | $2,732-44.6% | $2,728-44.5% |
| Participant deferral / active EE | $2,952 | $2,814+4.9% | $4,525-34.8% | $4,651-36.5% |
| Admin fee / account holder | $168 | $915-81.6% | $6,162-97.3% | $433-61.2% |