Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $38,690 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 | Investment Management | $11,930 |
Service code 13 | Contract Administrator | $11,520 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,006 | $81,948+18.4% | $90,756+6.9% | $64,814+49.7% |
| Participation rate | 43.1% | 80.5%-37.3pp | 75.7%-32.6pp | 71.5%-28.3pp |
| Annual return | -10.21% | -12.53%+2.3pp | -12.16%+1.9pp | 32.84%-43.0pp |
| Employer contribution / active EE | $0 | $3,067-100.0% | $2,922-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,915 | $4,844-19.2% | $4,565-14.2% | $4,310-9.2% |
| Admin fee / account holder | $338 | $157+115.2% | $8,445-96.0% | $188+80.0% |