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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $223,597 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $16,949 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,706 | $59,312-24.6% | $149,740-70.1% | $103,657-56.9% |
| Participation rate | 91.2% | 70.3%+21.0pp | 78.8%+12.5pp | 73.4%+17.9pp |
| Annual return | 19.43% | 78.03%-58.6pp | 134.51%-115.1pp | 33.13%-13.7pp |
| Employer contribution / active EE | $1,543 | $2,187-29.4% | $4,821-68.0% | $3,216-52.0% |
| Participant deferral / active EE | $4,032 | $3,719+8.4% | $5,683-29.0% | $5,218-22.7% |
| Admin fee / account holder | $40 | $103-60.8% | $13,222-99.7% | $114-64.7% |