Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,938 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,823 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 PO BOX 710290 · HOUSTON, TX 77271 | Contract Administrator | $10,935 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $10,342 |
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 | $18,226 | $46,464-60.8% | $150,298-87.9% | $79,634-77.1% |
| Participation rate | 80.3% | 57.0%+23.3pp | 77.8%+2.5pp | 62.5%+17.8pp |
| Annual return | 17.66% | 27.89%-10.2pp | 62.79%-45.1pp | 36.46%-18.8pp |
| Employer contribution / active EE | $5 | $1,512-99.6% | $4,154-99.9% | $2,529-99.8% |
| Participant deferral / active EE | $2,899 | $2,157+34.4% | $5,453-46.8% | $3,835-24.4% |
| Admin fee / account holder | $138 | $891-84.5% | $14,116-99.0% | $1,002-86.2% |