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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $49,539 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,194 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,265 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $10,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,493 | $50,919-30.3% | $155,556-77.2% | $77,762-54.4% |
| Participation rate | 57.4% | 63.1%-5.7pp | 78.2%-20.8pp | 70.6%-13.2pp |
| Annual return | 17.49% | 34.84%-17.3pp | 64.84%-47.4pp | 31.27%-13.8pp |
| Employer contribution / active EE | $2,065 | $1,991+3.7% | $4,675-55.8% | $2,728-24.3% |
| Participant deferral / active EE | $3,842 | $2,824+36.0% | $5,631-31.8% | $4,651-17.4% |
| Admin fee / account holder | $265 | $437-39.4% | $15,885-98.3% | $433-38.8% |