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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INC CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,576 |
Filed as: PPS PENSION SERVICES Service code 13 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $7,974 |
CADARET GRANT & CO INC2 years Filed as: CARDARET GRANT & CO INC Service code 27 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Advisory (Plan) | $5,451 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,730 | $122,259-90.4% | $147,041-92.0% | $199,874-94.1% |
| Participation rate | 13.9% | 78.3%-64.4pp | 82.2%-68.3pp | 72.0%-58.1pp |
| Annual return | 15.48% | 30.58%-15.1pp | 419.21%-403.7pp | 34.28%-18.8pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,935-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $301 | $8,504-96.5% | $8,071-96.3% | $5,090-94.1% |
| Admin fee / account holder | $67 | $179-62.5% | $13,006-99.5% | $269-75.1% |