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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 28 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75,428 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $13,709 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $10,000 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 3451 VIA MONTEBELLO · CARLSBAD, CA 92009 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,800 | $82,133+49.5% | $147,318-16.6% | $64,097+91.6% |
| Participation rate | 67.8% | 62.3%+5.5pp | 82.1%-14.3pp | 55.2%+12.6pp |
| Annual return | 16.71% | 78.78%-62.1pp | 70.43%-53.7pp | 34.64%-17.9pp |
| Employer contribution / active EE | $2,005 | $2,872-30.2% | $4,593-56.4% | $1,891+6.0% |
| Participant deferral / active EE | $7,422 | $5,407+37.3% | $7,906-6.1% | $3,080+141.0% |
| Admin fee / account holder | $406 | $3,730-89.1% | $13,708-97.0% | $3,454-88.2% |