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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 | $86,795-29.6% | $67,681-9.7% | $64,728-5.6% |
| Participation rate | 65.8% | 71.7%-5.9pp | 73.7%-8.0pp | 57.9%+7.9pp |
| Annual return | 10.41% | 12.58%-2.2pp | 590.58%-580.2pp | 49.38%-39.0pp |
| Employer contribution / active EE | $3,425 | $2,837+20.7% | $2,678+27.9% | $2,243+52.7% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $264 | $238+10.8% | $6,100-95.7% | $1,145-76.9% |