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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $536,252 |
THOMPSON HINE1 year Filed as: THOMPSON GREENSPON & CO PC Service code 10 4035 RIDGE TOP RD STE 700 · FAIRFAX, VA 22030 | Accounting | $33,974 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $887 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,084 | $96,188-70.8% | $76,030-63.1% | $99,313-71.7% |
| Participation rate | 32.6% | 72.7%-40.1pp | 69.1%-36.5pp | 71.7%-39.1pp |
| Annual return | 12.38% | 16.48%-4.1pp | 361.54%-349.2pp | 17.67%-5.3pp |
| Employer contribution / active EE | $687 | $3,167-78.3% | $2,688-74.4% | $3,264-78.9% |
| Participant deferral / active EE | $1,287 | $4,842-73.4% | $4,257-69.8% | $5,346-75.9% |
| Admin fee / account holder | $93 | $87+6.1% | $6,421-98.6% | $109-15.1% |