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 | $58,311+67.9% | $81,882+19.6% | $80,959+21.0% |
| Participation rate | 92.4% | 63.5%+28.9pp | 72.4%+20.0pp | 67.7%+24.8pp |
| Annual return | 16.30% | 41.85%-25.6pp | 779.47%-763.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $3,082 | $2,347+31.4% | $2,916+5.7% | $2,757+11.8% |
| Participant deferral / active EE | $9,201 | $3,287+179.9% | $4,323+112.8% | $4,300+114.0% |
| Admin fee / account holder | $297 | $4,752-93.8% | $7,360-96.0% | $6,925-95.7% |