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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $35,712 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,606 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,978 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,520 | $89,808-61.6% | $100,383-65.6% | $77,671-55.6% |
| Participation rate | 94.7% | 81.2%+13.5pp | 81.5%+13.2pp | 70.6%+24.1pp |
| Annual return | 13.93% | 20.62%-6.7pp | 49.26%-35.3pp | 31.21%-17.3pp |
| Employer contribution / active EE | $2,929 | $3,039-3.6% | $3,944-25.7% | $2,726+7.4% |
| Participant deferral / active EE | $4,816 | $8,284-41.9% | $8,086-40.4% | $4,648+3.6% |
| Admin fee / account holder | $202 | $174+16.0% | $7,900-97.4% | $430-53.0% |