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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,479 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $46,730 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $24,089 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $10,000 |
PLAN DESIGN CONSULTANTS, INC.10+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 3451 VIA MONTEBELLO · CARLSBAD, CA 92009 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,746 | $106,110-6.9% | $147,005-32.8% | $77,671+27.1% |
| Participation rate | 71.7% | 78.4%-6.7pp | 82.2%-10.5pp | 70.6%+1.1pp |
| Annual return | 15.06% | 56.77%-41.7pp | 418.76%-403.7pp | 31.21%-16.1pp |
| Employer contribution / active EE | $1,937 | $4,065-52.3% | $4,934-60.7% | $2,726-29.0% |
| Participant deferral / active EE | $6,752 | $7,992-15.5% | $8,070-16.3% | $4,648+45.3% |
| Admin fee / account holder | $391 | $338+15.8% | $13,006-97.0% | $430-9.1% |