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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $235,725 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $36,278 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,260 | $76,209-83.9% | $81,370-84.9% | $200,096-93.9% |
| Participation rate | 96.0% | 76.4%+19.6pp | 69.5%+26.4pp | 72.0%+23.9pp |
| Annual return | 13.05% | 15.55%-2.5pp | 24.85%-11.8pp | 34.26%-21.2pp |
| Employer contribution / active EE | $1,287 | $2,807-54.2% | $2,464-47.8% | $3,038-57.6% |
| Participant deferral / active EE | $2,485 | $4,210-41.0% | $3,885-36.1% | $5,090-51.2% |
| Admin fee / account holder | $59 | $146-59.9% | $5,749-99.0% | $269-78.2% |