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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Insurance Commissions | $12,750 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,675 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,591 | $46,332+15.7% | $143,797-62.7% | $64,824-17.3% |
| Participation rate | 68.7% | 64.2%+4.4pp | 80.3%-11.6pp | 71.5%-2.8pp |
| Annual return | -17.46% | -10.05%-7.4pp | -0.04%-17.4pp | 32.84%-50.3pp |
| Employer contribution / active EE | $1,622 | $1,911-15.1% | $4,952-67.2% | $2,507-35.3% |
| Participant deferral / active EE | $2,890 | $2,647+9.2% | $5,638-48.7% | $4,311-33.0% |
| Admin fee / account holder | $12 | $154-92.5% | $14,679-99.9% | $188-93.8% |