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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,214 |
YANULIS & ASSOCIATES3 years Filed as: YANULIS & ASSOCIATES, INC. Service code 13 · EIN 16-1418035 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,368 | $78,607-49.9% | $105,624-62.7% | $74,478-47.1% |
| Participation rate | 69.6% | 72.8%-3.2pp | 75.3%-5.6pp | 67.2%+2.4pp |
| Annual return | 8.37% | 15.96%-7.6pp | 116.20%-107.8pp | 1370.56%-1362.2pp |
| Employer contribution / active EE | $344 | $2,523-86.4% | $3,168-89.2% | $2,626-86.9% |
| Participant deferral / active EE | $2,579 | $4,325-40.4% | $5,013-48.5% | $4,350-40.7% |
| Admin fee / account holder | $43 | $2,220-98.1% | $10,961-99.6% | $1,946-97.8% |