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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,224 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,203 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,724 | $65,092-83.5% | $143,799-92.5% | $66,938-84.0% |
| Participation rate | 37.4% | 65.2%-27.8pp | 80.3%-42.9pp | 69.8%-32.4pp |
| Annual return | -15.18% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $841 | $2,362-64.4% | $4,952-83.0% | $2,545-67.0% |
| Participant deferral / active EE | $1,178 | $2,920-59.7% | $5,638-79.1% | $4,238-72.2% |
| Admin fee / account holder | $188 | $502-62.7% | $14,677-98.7% | $594-68.4% |