Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $106,247-62.8% | $147,096-73.1% | $77,714-49.1% |
| Participation rate | 95.9% | 78.4%+17.5pp | 82.2%+13.7pp | 70.6%+25.3pp |
| Annual return | 18.55% | 56.87%-38.3pp | 419.75%-401.2pp | 31.26%-12.7pp |
| Employer contribution / active EE | $4,739 | $4,069+16.5% | $4,936-4.0% | $2,727+73.8% |
| Participant deferral / active EE | $7,093 | $7,996-11.3% | $8,071-12.1% | $4,649+52.6% |
| Admin fee / account holder | $123 | $338-63.7% | $13,005-99.1% | $433-71.7% |