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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $50,578 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,893 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $21,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,569 | $106,264-62.8% | $147,117-73.1% | $77,762-49.1% |
| Participation rate | 95.9% | 78.4%+17.5pp | 82.2%+13.7pp | 70.6%+25.3pp |
| Annual return | 18.55% | 56.94%-38.4pp | 420.54%-402.0pp | 31.27%-12.7pp |
| Employer contribution / active EE | $4,739 | $4,074+16.3% | $4,932-3.9% | $2,728+73.7% |
| Participant deferral / active EE | $7,093 | $8,003-11.4% | $8,065-12.0% | $4,651+52.5% |
| Admin fee / account holder | $123 | $334-63.3% | $12,993-99.1% | $433-71.6% |