Filed January 4, 2008 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $213,483 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $85,471 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $54,346 |
TANNER LLC5 years Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $16,430 |
TANNER LLC1 year Filed as: O C TANNER COMPANY Service code 27 1930 SOUTH STATE ST · SALT LAKE CITY, UT 84115 | Advisory (Plan) | $16,390 |
Annual investment return 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 | $184,063 | $76,209+141.5% | $81,370+126.2% | $200,096-8.0% |
| Participation rate | 99.1% | 76.4%+22.7pp | 69.5%+29.5pp | 72.0%+27.0pp |
| Annual return | 11.71% | 15.55%-3.8pp | 24.85%-13.1pp | 34.26%-22.6pp |
| Employer contribution / active EE | $9,241 | $2,807+229.2% | $2,464+275.1% | $3,038+204.2% |
| Participant deferral / active EE | $9,401 | $4,210+123.3% | $3,885+142.0% | $5,090+84.7% |
| Admin fee / account holder | $205 | $146+40.7% | $5,749-96.4% | $269-23.7% |