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 | $20,282 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,731 |
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 | $76,041 | $89,123-14.7% | $102,460-25.8% | $77,762-2.2% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.5%+23.1pp | 70.6%+29.0pp |
| Annual return | 13.67% | 25.05%-11.4pp | 29.47%-15.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $3,107 | $2,700+15.1% | $3,025+2.7% | $2,728+13.9% |
| Participant deferral / active EE | $3,656 | $5,148-29.0% | $5,056-27.7% | $4,651-21.4% |
| Admin fee / account holder | $51 | $236-78.4% | $9,460-99.5% | $433-88.2% |