Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $236,747 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $37,213 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,565 | $53,204-5.0% | $155,556-67.5% | $200,096-74.7% |
| Participation rate | 95.6% | 64.1%+31.5pp | 78.2%+17.4pp | 72.0%+23.6pp |
| Annual return | 15.64% | 41.02%-25.4pp | 64.84%-49.2pp | 34.26%-18.6pp |
| Employer contribution / active EE | $1,869 | $1,850+1.0% | $4,675-60.0% | $3,038-38.5% |
| Participant deferral / active EE | $4,789 | $3,163+51.4% | $5,631-14.9% | $5,090-5.9% |
| Admin fee / account holder | $41 | $186-77.9% | $15,885-99.7% | $269-84.8% |