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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $48,552 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,429 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,645 |
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 | $26,001 | $47,180-44.9% | $149,723-82.6% | $74,473-65.1% |
| Participation rate | 57.6% | 63.4%-5.8pp | 78.8%-21.1pp | 70.7%-13.1pp |
| Annual return | 65.68% | 22.75%+42.9pp | 134.50%-68.8pp | 34.36%+31.3pp |
| Employer contribution / active EE | $1,793 | $1,907-6.0% | $4,821-62.8% | $2,638-32.0% |
| Participant deferral / active EE | $3,385 | $2,730+24.0% | $5,682-40.4% | $4,530-25.3% |
| Admin fee / account holder | $164 | $343-52.3% | $13,215-98.8% | $347-52.8% |