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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $40,272 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,577 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,379 | $99,168-62.3% | $96,534-61.3% | $74,460-49.8% |
| Participation rate | 64.0% | 80.7%-16.7pp | 76.0%-12.0pp | 70.7%-6.8pp |
| Annual return | 14.67% | 22.40%-7.7pp | 25.88%-11.2pp | 34.38%-19.7pp |
| Employer contribution / active EE | $1,520 | $2,570-40.8% | $2,965-48.7% | $2,638-42.4% |
| Participant deferral / active EE | $4,942 | $4,936+0.1% | $4,851+1.9% | $4,530+9.1% |
| Admin fee / account holder | $173 | $225-23.2% | $8,253-97.9% | $348-50.4% |