Filed December 15, 2017
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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 | $21,717 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $21,401 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1,722 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,926 | $58,234+68.2% | $81,783+19.7% | $80,874+21.1% |
| Participation rate | 92.4% | 63.4%+29.0pp | 72.4%+20.1pp | 67.6%+24.8pp |
| Annual return | 16.30% | 41.70%-25.4pp | 775.05%-758.8pp | 35.62%-19.3pp |
| Employer contribution / active EE | $3,082 | $2,341+31.6% | $2,913+5.8% | $2,756+11.9% |
| Participant deferral / active EE | $9,201 | $3,283+180.3% | $4,320+113.0% | $4,297+114.1% |
| Admin fee / account holder | $297 | $4,982-94.0% | $7,380-96.0% | $6,935-95.7% |