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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 | $106,247-87.6% | $147,096-91.1% | $77,714-83.1% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 15.65% | 56.87%-41.2pp | 419.75%-404.1pp | 31.26%-15.6pp |
| Employer contribution / active EE | $1,703 | $4,069-58.2% | $4,936-65.5% | $2,727-37.6% |
| Participant deferral / active EE | $2,447 | $7,996-69.4% | $8,071-69.7% | $4,649-47.4% |
| Admin fee / account holder | $52 | $338-84.6% | $13,005-99.6% | $433-88.0% |