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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,897 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,327 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1,216 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,959 | $62,409+4.1% | $120,574-46.1% | $74,459-12.8% |
| Participation rate | 39.5% | 56.8%-17.3pp | 71.9%-32.5pp | 67.2%-27.7pp |
| Annual return | 14.08% | 18.62%-4.5pp | 107.42%-93.3pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $1,868 | $1,847+1.1% | $3,471-46.2% | $2,626-28.9% |
| Participant deferral / active EE | $2,846 | $2,888-1.5% | $4,996-43.0% | $4,350-34.6% |
| Admin fee / account holder | $310 | $2,394-87.1% | $9,445-96.7% | $1,945-84.1% |