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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 | $32,655 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $22,990 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,596 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,080 | $55,470-63.8% | $155,556-87.1% | $74,478-73.0% |
| Participation rate | 98.1% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 9.00% | 269.80%-260.8pp | 64.84%-55.8pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $2,236 | $2,267-1.4% | $4,675-52.2% | $2,626-14.9% |
| Participant deferral / active EE | $2,248 | $2,838-20.8% | $5,631-60.1% | $4,350-48.3% |
| Admin fee / account holder | $270 | $1,744-84.5% | $15,885-98.3% | $1,946-86.1% |