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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $18,847 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,751 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $388 |
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.
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 | $4,188 | $34,634-87.9% | $77,100-94.6% | $64,824-93.5% |
| Participation rate | 49.3% | 49.8%-0.5pp | 67.9%-18.6pp | 71.5%-22.2pp |
| Annual return | -18.87% | -5.31%-13.6pp | 42.35%-61.2pp | 32.84%-51.7pp |
| Employer contribution / active EE | $3,176 | $1,385+129.3% | $2,815+12.8% | $2,507+26.7% |
| Participant deferral / active EE | $327 | $2,553-87.2% | $4,430-92.6% | $4,311-92.4% |
| Admin fee / account holder | $42 | $178-76.6% | $5,443-99.2% | $188-77.8% |