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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,461 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $498 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,149 | $106,264-87.6% | $147,117-91.1% | $77,762-83.1% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 15.65% | 56.94%-41.3pp | 420.54%-404.9pp | 31.27%-15.6pp |
| Employer contribution / active EE | $1,703 | $4,074-58.2% | $4,932-65.5% | $2,728-37.6% |
| Participant deferral / active EE | $2,447 | $8,003-69.4% | $8,065-69.7% | $4,651-47.4% |
| Admin fee / account holder | $52 | $334-84.5% | $12,993-99.6% | $433-88.0% |