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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,132 |
TBS AGENCY INC3 years Filed as: TBS AGENCY, INC Service code 53 · EIN 52-1473914 | Insurance Commissions | $7,054 |
ADP BROKER-DEALER9 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $3,423 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,586 | $47,553-46.2% | $136,867-81.3% | $69,733-63.3% |
| Participation rate | 46.6% | 61.4%-14.8pp | 74.5%-28.0pp | 62.5%-15.9pp |
| Annual return | 15.05% | -91.50%+106.5pp | 42.97%-27.9pp | 15.22%-0.2pp |
| Employer contribution / active EE | $868 | $2,087-58.4% | $3,547-75.5% | $2,250-61.4% |
| Participant deferral / active EE | $609 | $2,300-73.5% | $4,924-87.6% | $3,054-80.1% |
| Admin fee / account holder | $65 | $3,496-98.2% | $10,340-99.4% | $3,102-97.9% |