Filed January 19, 2024 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $61,322 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,405 |
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 | $84,383 | $103,024-18.1% | $112,040-24.7% | $79,634+6.0% |
| Participation rate | 73.3% | 80.6%-7.3pp | 76.5%-3.2pp | 62.5%+10.8pp |
| Annual return | 15.45% | 17.60%-2.2pp | 24.52%-9.1pp | 36.46%-21.0pp |
| Employer contribution / active EE | $3,052 | $3,015+1.2% | $2,954+3.3% | $2,529+20.7% |
| Participant deferral / active EE | $3,004 | $5,233-42.6% | $5,098-41.1% | $3,835-21.7% |
| Admin fee / account holder | $124 | $465-73.3% | $12,098-99.0% | $1,002-87.6% |