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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,715 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,607 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $4,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,657 | $46,332-46.8% | $143,797-82.9% | $64,824-62.0% |
| Participation rate | 62.9% | 64.2%-1.3pp | 80.3%-17.4pp | 71.5%-8.5pp |
| Annual return | -15.28% | -10.05%-5.2pp | -0.04%-15.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,139 | $1,911-40.4% | $4,952-77.0% | $2,507-54.6% |
| Participant deferral / active EE | $2,461 | $2,647-7.0% | $5,638-56.3% | $4,311-42.9% |
| Admin fee / account holder | $301 | $154+95.8% | $14,679-97.9% | $188+60.4% |