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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,536 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $374 |
Filed as: RETIREMENT PLANNING SERVICES INC Service code 13 PO BOX 64535 · ST PAUL, MN 551640535 | Contract Administrator | $190 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FINANCIAL NA Service code 13 PO BOX 6001 · GRAND FORKS, ND 58201 | Contract Administrator | $95 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67 |
VALENTIA CAPITAL MANAGEMENT1+ years Service code 27 12245 N PECOS ST STE 100 · WESTMINSTER, CO 80234 | Advisory (Plan) | $33 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,876 | $30,107-83.8% | $61,501-92.1% | $64,824-92.5% |
| Participation rate | 9.8% | 36.4%-26.5pp | 52.6%-42.7pp | 71.5%-61.6pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $244 | $537-54.5% | $1,160-79.0% | $2,507-90.3% |
| Participant deferral / active EE | $354 | $1,126-68.6% | $2,125-83.3% | $4,311-91.8% |
| Admin fee / account holder | $67 | $148-55.0% | $2,132-96.9% | $188-64.5% |