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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,543,904 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $860,697 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $125,000 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,291 | $106,382-80.0% | $120,354-82.3% | $106,382-80.0% |
| Participation rate | 96.4% | 69.9%+26.5pp | 71.9%+24.4pp | 69.9%+26.5pp |
| Annual return | 12.09% | 17.37%-5.3pp | 107.15%-95.1pp | 17.37%-5.3pp |
| Employer contribution / active EE | $1,367 | $3,364-59.4% | $3,463-60.5% | $3,364-59.4% |
| Participant deferral / active EE | $2,052 | $5,569-63.2% | $4,991-58.9% | $5,569-63.2% |
| Admin fee / account holder | $90 | $79+14.1% | $9,423-99.0% | $79+14.1% |