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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $434,063 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $75,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,617 | $104,631-32.5% | $98,462-28.3% | $80,187-11.9% |
| Participation rate | 97.1% | 87.5%+9.6pp | 75.2%+22.0pp | 72.9%+24.2pp |
| Annual return | 15.30% | 34.72%-19.4pp | 21.20%-5.9pp | 40.40%-25.1pp |
| Employer contribution / active EE | $2,168 | $4,517-52.0% | $3,049-28.9% | $2,980-27.2% |
| Participant deferral / active EE | $4,753 | $6,545-27.4% | $4,738+0.3% | $5,016-5.3% |
| Admin fee / account holder | $86 | $105-18.0% | $8,875-99.0% | $145-40.7% |