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 | $10,309 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,650 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $922 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $437 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,770 | $57,330+60.1% | $86,656+5.9% | $75,177+22.1% |
| Participation rate | 87.7% | 63.2%+24.5pp | 71.7%+16.0pp | 67.2%+20.5pp |
| Annual return | 18.77% | 2675.40%-2656.6pp | 593.09%-574.3pp | 160.75%-142.0pp |
| Employer contribution / active EE | $3,140 | $2,316+35.6% | $3,025+3.8% | $2,671+17.6% |
| Participant deferral / active EE | $9,197 | $3,320+177.0% | $4,439+107.2% | $4,126+122.9% |
| Admin fee / account holder | $151 | $4,115-96.3% | $5,619-97.3% | $5,651-97.3% |