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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $95,482 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE AND MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $12,278 |
SEYFARTH SHAW LLP9+ years Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Legal | $12,204 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 99 200 W ST · NEW YORK, NY 10282 | Other Fees | $4,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,262 | $66,486-10.9% | $81,370-27.2% | $77,762-23.8% |
| Participation rate | 61.7% | 68.7%-7.0pp | 69.5%-7.9pp | 70.6%-8.9pp |
| Annual return | 10.16% | 15.95%-5.8pp | 24.85%-14.7pp | 31.27%-21.1pp |
| Employer contribution / active EE | $1,954 | $2,158-9.4% | $2,464-20.7% | $2,728-28.4% |
| Participant deferral / active EE | $2,453 | $3,677-33.3% | $3,885-36.9% | $4,651-47.3% |
| Admin fee / account holder | $194 | $586-66.9% | $5,749-96.6% | $433-55.2% |