Filed May 21, 2024 (most recent of 2 filings on file)
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: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,193 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $9,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,977 | $44,206-5.0% | $94,057-55.4% | $64,728-35.1% |
| Participation rate | 36.1% | 51.0%-14.9pp | 73.3%-37.3pp | 57.9%-21.8pp |
| Annual return | 11.97% | 259.42%-247.5pp | 480.62%-468.7pp | 49.38%-37.4pp |
| Employer contribution / active EE | $835 | $1,635-48.9% | $2,933-71.5% | $2,243-62.8% |
| Participant deferral / active EE | $1,632 | $1,902-14.2% | $4,709-65.3% | $2,729-40.2% |
| Admin fee / account holder | $86 | $1,230-93.0% | $7,244-98.8% | $1,145-92.5% |