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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $58,109 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $4,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,489 | $83,023-81.3% | $102,437-84.9% | $77,762-80.1% |
| Participation rate | 19.6% | 71.5%-52.0pp | 74.5%-54.9pp | 70.6%-51.0pp |
| Annual return | 15.12% | 19.12%-4.0pp | 24.95%-9.8pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,699 | $3,552-52.2% | $3,871-56.1% | $2,728-37.7% |
| Participant deferral / active EE | $5,120 | $4,110+24.6% | $5,060+1.2% | $4,651+10.1% |
| Admin fee / account holder | $136 | $639-78.7% | $8,388-98.4% | $433-68.5% |