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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,409 |
Filed as: ONEDIGITAL INVESTMENT ADVISOR LLC Service code 27 P O BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $3,232 |
Filed as: RESOURCES INVESTMENT ADVISOR LLC Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $81 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,773 | $91,536-80.6% | $130,062-86.3% | $75,177-76.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.41% | -631.62%+650.0pp | -137.37%+155.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $105 | $2,845-96.3% | $4,322-97.6% | $2,671-96.1% |
| Participant deferral / active EE | $889 | $4,343-79.5% | $5,821-84.7% | $4,126-78.5% |
| Admin fee / account holder | $718 | $6,780-89.4% | $10,601-93.2% | $5,651-87.3% |