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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 | $75,058+63.6% | $152,301-19.4% | $64,340+90.9% |
| Participation rate | 67.8% | 60.9%+6.9pp | 82.4%-14.7pp | 55.2%+12.5pp |
| Annual return | 16.71% | 29.93%-13.2pp | 80.50%-63.8pp | 24.14%-7.4pp |
| Employer contribution / active EE | $2,005 | $2,605-23.0% | $4,624-56.7% | $1,862+7.7% |
| Participant deferral / active EE | $7,422 | $5,041+47.2% | $8,004-7.3% | $2,980+149.0% |
| Admin fee / account holder | $406 | $4,050-90.0% | $14,398-97.2% | $3,703-89.0% |