Filed April 29, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $153,203 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $57,500 |
MOSS ADAMS LLP5 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $24,150 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK KS, KS 66211 | Investment Management | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,535 | $110,258+44.7% | $102,460+55.7% | $200,096-20.3% |
| Participation rate | 63.2% | 86.3%-23.1pp | 76.5%-13.3pp | 72.0%-8.8pp |
| Annual return | 15.62% | 35.78%-20.2pp | 29.47%-13.9pp | 34.26%-18.6pp |
| Employer contribution / active EE | $2,010 | $3,605-44.2% | $3,025-33.5% | $3,038-33.8% |
| Participant deferral / active EE | $7,548 | $6,377+18.4% | $5,056+49.3% | $5,090+48.3% |
| Admin fee / account holder | $152 | $122+24.3% | $9,460-98.4% | $269-43.6% |