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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $33,972 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,489 |
PENSION ASSURANCE LLP3 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $13,750 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $10,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,786 | $78,607-46.8% | $105,624-60.4% | $74,478-43.9% |
| Participation rate | 37.1% | 72.8%-35.7pp | 75.3%-38.2pp | 67.2%-30.1pp |
| Annual return | -27.44% | 15.96%-43.4pp | 116.20%-143.6pp | 1370.56%-1398.0pp |
| Employer contribution / active EE | $1,316 | $2,523-47.8% | $3,168-58.5% | $2,626-49.9% |
| Participant deferral / active EE | $1,850 | $4,325-57.2% | $5,013-63.1% | $4,350-57.5% |
| Admin fee / account holder | $578 | $2,220-74.0% | $10,961-94.7% | $1,946-70.3% |