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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 | $92,090-60.1% | $106,201-65.4% | $77,671-52.7% |
| Participation rate | 61.7% | 81.0%-19.3pp | 75.3%-13.5pp | 70.6%-8.8pp |
| Annual return | 12.33% | 17.89%-5.6pp | 116.26%-103.9pp | 31.21%-18.9pp |
| Employer contribution / active EE | $951 | $3,368-71.8% | $3,170-70.0% | $2,726-65.1% |
| Participant deferral / active EE | $2,786 | $5,386-48.3% | $5,012-44.4% | $4,648-40.1% |
| Admin fee / account holder | $190 | $219-13.1% | $11,039-98.3% | $430-55.8% |