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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 | $28,240 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $14,023 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON BENEFITS INC Service code 13 5 CHERRY HILL DR STE L120 · DANVERS, MA 01923 | Contract Administrator | $1,980 |
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 | $35,939 | $45,343-20.7% | $150,298-76.1% | $67,986-47.1% |
| Participation rate | 41.3% | 51.9%-10.5pp | 77.8%-36.4pp | 57.2%-15.9pp |
| Annual return | 10.60% | 33.28%-22.7pp | 62.79%-52.2pp | 31.67%-21.1pp |
| Employer contribution / active EE | $681 | $1,462-53.4% | $4,154-83.6% | $2,019-66.3% |
| Participant deferral / active EE | $583 | $2,055-71.6% | $5,453-89.3% | $3,358-82.6% |
| Admin fee / account holder | $215 | $2,250-90.4% | $14,116-98.5% | $3,203-93.3% |