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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,270 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $3,784 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,440 | $59,105-72.2% | $160,009-89.7% | $66,938-75.4% |
| Participation rate | 28.4% | 68.1%-39.7pp | 78.0%-49.6pp | 69.8%-41.5pp |
| Annual return | -16.44% | -12.26%-4.2pp | 408.85%-425.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $659 | $1,983-66.8% | $4,225-84.4% | $2,545-74.1% |
| Participant deferral / active EE | $1,666 | $4,395-62.1% | $6,183-73.1% | $4,238-60.7% |
| Admin fee / account holder | $182 | $591-69.2% | $8,715-97.9% | $594-69.3% |