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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 | $138,506 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $76,841 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $39,779 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,808 | $113,568-57.9% | $67,575-29.3% | $199,960-76.1% |
| Participation rate | 95.5% | 73.3%+22.2pp | 72.9%+22.6pp | 72.0%+23.5pp |
| Annual return | 32.31% | 15.88%+16.4pp | 3528.98%-3496.7pp | 34.28%-2.0pp |
| Employer contribution / active EE | $1,825 | $3,409-46.5% | $2,736-33.3% | $3,036-39.9% |
| Participant deferral / active EE | $8,809 | $4,163+111.6% | $4,003+120.0% | $5,087+73.2% |
| Admin fee / account holder | $134 | $102+30.9% | $3,993-96.6% | $269-50.2% |