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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $17,032 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1,951 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $21,814 | $77,908-72.0% | $149,696-85.4% | $75,173-71.0% |
| Participation rate | 64.1% | 65.6%-1.5pp | 78.8%-14.7pp | 67.2%-3.1pp |
| Annual return | 17.97% | 31.73%-13.8pp | 134.46%-116.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,102 | $3,411+342.7% | $5,682+165.8% | $4,126+266.0% |
| Admin fee / account holder | $196 | $5,950-96.7% | $13,212-98.5% | $5,651-96.5% |