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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 | $92,071-33.6% | $63,803-4.2% | $71,012-13.9% |
| Participation rate | 65.8% | 73.7%-7.9pp | 72.7%-7.0pp | 58.6%+7.2pp |
| Annual return | 10.41% | 13.14%-2.7pp | 543.72%-533.3pp | 37.67%-27.3pp |
| Employer contribution / active EE | $3,425 | $3,085+11.0% | $2,532+35.2% | $2,348+45.9% |
| Participant deferral / active EE | $0 | $3,765-100.0% | $3,843-100.0% | $3,246-100.0% |
| Admin fee / account holder | $264 | $227+16.5% | $5,196-94.9% | $1,167-77.4% |