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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $176,643 |
Filed as: EMPOWER ANNUNITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,184 |
DEMARS PENSION CONSULTING SERVICES10+ years Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $7,198 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $5,953 |
Service code 13 | Contract Administrator | $4,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,718 | $92,186-60.2% | $105,624-65.2% | $77,762-52.8% |
| Participation rate | 61.7% | 81.0%-19.3pp | 75.3%-13.5pp | 70.6%-8.8pp |
| Annual return | 12.33% | 17.83%-5.5pp | 116.20%-103.9pp | 31.27%-18.9pp |
| Employer contribution / active EE | $951 | $3,376-71.8% | $3,168-70.0% | $2,728-65.1% |
| Participant deferral / active EE | $2,786 | $5,395-48.4% | $5,013-44.4% | $4,651-40.1% |
| Admin fee / account holder | $190 | $219-13.1% | $10,961-98.3% | $433-56.0% |