Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $90 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
6 funds of $250K or more; 20 lines in all, holding $6.2M of the plan's $6.5M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Rcetx Manager not matched · Other | $1.4M | 22.8% |
| Rcktx Manager not matched · Other | $1.1M | 17.8% |
| Rchtx Manager not matched · Other | $827K | 13.2% |
| Rcmtx Manager not matched · Other | $584K | 9.3% |
| Rcdtx Manager not matched · Other | $566K | 9.1% |
| Rcftx Manager not matched · Other | $501K | 8.0% |
| Rcntx Manager not matched · Other | $230K | 3.7% |
| Rcjtx Manager not matched · Other | $195K | 3.1% |
| Megrx Manager not matched · Other | $156K | 2.5% |
| Dffvx Manager not matched · Other | $140K | 2.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.