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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,392 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,185 |
Service code 10 50 WASHINGTON ST · WESTBOROUGH, MA 01581 | Accounting | $18,187 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,304 | $50,902-48.3% | $155,534-83.1% | $77,736-66.2% |
| Participation rate | 60.5% | 63.1%-2.6pp | 78.2%-17.8pp | 70.6%-10.1pp |
| Annual return | 15.13% | 34.85%-19.7pp | 64.92%-49.8pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,913 | $1,991-4.0% | $4,675-59.1% | $2,728-29.9% |
| Participant deferral / active EE | $827 | $2,824-70.7% | $5,630-85.3% | $4,651-82.2% |
| Admin fee / account holder | $240 | $437-45.0% | $15,900-98.5% | $433-44.6% |