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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,726 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $26,590 |
Service code 99 PO BOX 2590 · FORT SMITH, AR 72902 | Other Fees | $22,333 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,018 | $47,163-85.1% | $149,696-95.3% | $74,460-90.6% |
| Participation rate | 92.3% | 63.4%+28.9pp | 78.8%+13.6pp | 70.7%+21.6pp |
| Annual return | 17.31% | 22.75%-5.4pp | 134.46%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,194 | $2,730-19.6% | $5,682-61.4% | $4,530-51.6% |
| Admin fee / account holder | $152 | $343-55.8% | $13,212-98.9% | $348-56.4% |