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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,976 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE, STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $2,655 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,862 | $47,163-68.5% | $149,696-90.1% | $74,460-80.0% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.7pp | 70.7%+15.8pp |
| Annual return | 17.38% | 22.75%-5.4pp | 134.46%-117.1pp | 34.38%-17.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,683 | $2,730-38.4% | $5,682-70.4% | $4,530-62.8% |
| Admin fee / account holder | $52 | $343-84.9% | $13,212-99.6% | $348-85.1% |