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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 | $23,728 |
Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $18,811 |
UNITED BENEFIT PENSIONS INC.5 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $8,329 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,388 | $65,582-67.4% | $64,101-66.6% | $71,511-70.1% |
| Participation rate | 49.8% | 73.2%-23.4pp | 72.3%-22.5pp | 67.9%-18.1pp |
| Annual return | 12.53% | 18.96%-6.4pp | 33.72%-21.2pp | 28.86%-16.3pp |
| Employer contribution / active EE | $1,302 | $2,671-51.3% | $2,749-52.6% | $2,589-49.7% |
| Participant deferral / active EE | $3,029 | $3,628-16.5% | $3,881-22.0% | $4,291-29.4% |
| Admin fee / account holder | $94 | $616-84.8% | $3,070-96.9% | $1,588-94.1% |