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| Provider | Service type | Compensation |
|---|---|---|
DCS RETIRE, INC.1 year Service code 11 · EIN 93-3925318 | Actuarial | $22,790 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $7,746 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 1.15% | 7.69%-6.5pp | 8.92%-7.8pp | 13.05%-11.9pp |
| Employer contribution / active EE | $70,000 | $38,144+83.5% | $24,457+186.2% | $37,664+85.9% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |