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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $33,015 |
DRIVEN PSC1 year Service code 10 PO BOX 363343 · SAN JUAN, PR 009363343 | Accounting | $15,069 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,059 |
Service code 27 5005 ROCKSIDE RD STE 1200 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $3,000 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,941 | $128,603-53.4% | $197,124-69.6% | $67,986-11.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 13.87% | 23.77%-9.9pp | 44.34%-30.5pp | 31.67%-17.8pp |
| Employer contribution / active EE | $2,539 | $4,379-42.0% | $6,227-59.2% | $2,019+25.8% |
| Participant deferral / active EE | $3,269 | $6,840-52.2% | $9,135-64.2% | $3,358-2.7% |
| Admin fee / account holder | $478 | $3,035-84.2% | $16,298-97.1% | $3,203-85.1% |