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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,647 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,919 |
ACTUARIAL BENEFITS CORP2 years Service code 13 · EIN 20-1054428 | Contract Administrator | $3,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,161 | $59,116-13.5% | $86,438-40.8% | $68,486-25.3% |
| Participation rate | 71.3% | 75.2%-4.0pp | 80.3%-9.1pp | 67.9%+3.4pp |
| Annual return | -19.57% | -0.23%-19.3pp | 4397.19%-4416.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $771 | $2,519-69.4% | $3,769-79.6% | $2,597-70.3% |
| Participant deferral / active EE | $8,161 | $5,902+38.3% | $6,952+17.4% | $4,028+102.6% |
| Admin fee / account holder | $343 | $5,639-93.9% | $6,733-94.9% | $5,404-93.6% |