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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,046 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $5,777 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $1,421 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $237 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $147 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,235 | $53,165-92.0% | $86,216-95.1% | $74,460-94.3% |
| Participation rate | 10.1% | 64.9%-54.8pp | 69.0%-58.9pp | 70.7%-60.6pp |
| Annual return | 39.64% | 22.64%+17.0pp | 1169.42%-1129.8pp | 34.38%+5.3pp |
| Employer contribution / active EE | $523 | $1,210-56.7% | $2,382-78.0% | $2,638-80.2% |
| Participant deferral / active EE | $2,676 | $3,234-17.3% | $3,986-32.9% | $4,530-40.9% |
| Admin fee / account holder | $41 | $551-92.6% | $6,853-99.4% | $348-88.3% |