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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS.CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,920 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $3,375 |
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 | $20,613 | $93,055-77.8% | $153,643-86.6% | $80,935-74.5% |
| Participation rate | 82.7% | 69.0%+13.7pp | 77.1%+5.6pp | 67.7%+15.0pp |
| Annual return | 17.40% | 19.97%-2.6pp | 15.71%+1.7pp | 35.66%-18.3pp |
| Employer contribution / active EE | $2,216 | $3,504-36.7% | $5,039-56.0% | $2,757-19.6% |
| Participant deferral / active EE | $3,704 | $5,172-28.4% | $6,754-45.2% | $4,299-13.8% |
| Admin fee / account holder | $4 | $8,881-100.0% | $12,739-100.0% | $6,924-99.9% |