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| Provider | Service type | Compensation |
|---|---|---|
DORSA CONSULTING SERVICES7 years Service code 11 · EIN 26-4614358 | Actuarial | $48,953 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $7,495 |
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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 | $101,802-100.0% | $101,802-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | -0.38% | 7.69%-8.1pp | 9.51%-9.9pp | 24.44%-24.8pp |
| Employer contribution / active EE | $70,000 | $34,561+102.5% | $23,377+199.4% | $41,348+69.3% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |