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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 | $25,796 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $16,740 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $2,719 |
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 | $22,800 | $61,356-62.8% | $149,696-84.8% | $71,511-68.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.07% | 35.86%-24.8pp | 134.46%-123.4pp | 28.86%-17.8pp |
| Employer contribution / active EE | $1,999 | $2,382-16.1% | $4,821-58.5% | $2,589-22.8% |
| Participant deferral / active EE | $2,017 | $2,920-30.9% | $5,682-64.5% | $4,291-53.0% |
| Admin fee / account holder | $287 | $1,263-77.3% | $13,212-97.8% | $1,588-81.9% |