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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 | $78,674 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,748 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,384 | $66,486+114.2% | $81,370+75.0% | $77,762+83.1% |
| Participation rate | 98.3% | 68.7%+29.6pp | 69.5%+28.8pp | 70.6%+27.7pp |
| Annual return | 12.70% | 15.95%-3.3pp | 24.85%-12.1pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,737 | $2,158-19.5% | $2,464-29.5% | $2,728-36.3% |
| Participant deferral / active EE | $2,734 | $3,677-25.6% | $3,885-29.6% | $4,651-41.2% |
| Admin fee / account holder | $365 | $586-37.7% | $5,749-93.7% | $433-15.7% |