Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,099 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,286 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $10,000 |
PLAN DESIGN CONSULTANTS, INC.8+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,755 | $82,163-23.6% | $125,381-49.9% | $64,819-3.2% |
| Participation rate | 65.2% | 77.9%-12.7pp | 82.4%-17.2pp | 71.5%-6.3pp |
| Annual return | -16.71% | 3.49%-20.2pp | 572.31%-589.0pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,812 | $3,616-49.9% | $4,815-62.4% | $2,507-27.7% |
| Participant deferral / active EE | $5,759 | $7,175-19.7% | $7,448-22.7% | $4,311+33.6% |
| Admin fee / account holder | $278 | $163+70.1% | $10,007-97.2% | $188+47.8% |