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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,205 |
PARK AVENUE SECURITIES LLC8 years Service code 55 · EIN 13-4023176 | Other Commissions | $32,634 |
SAX LLP2 years Service code 10 389 INTERPACE PKWY, STE 3 · PARSIPPANY, NY 07054 | Accounting | $22,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,112 | $84,045-27.3% | $77,361-21.0% | $69,255-11.8% |
| Participation rate | 65.8% | 71.8%-6.0pp | 75.0%-9.2pp | 69.0%-3.3pp |
| Annual return | 10.41% | 12.46%-2.0pp | 1011.54%-1001.1pp | 26.73%-16.3pp |
| Employer contribution / active EE | $3,425 | $2,954+15.9% | $2,990+14.5% | $2,645+29.5% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $264 | $239+10.5% | $5,894-95.5% | $733-64.0% |