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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 | $26,607 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $8,790 |
EJREYNOLDS, INC.1 year Service code 13 · EIN 59-2265857 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $2,472 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,693 | $50,150-54.7% | $149,723-84.8% | $80,169-71.7% |
| Participation rate | 21.1% | 64.3%-43.2pp | 78.8%-57.6pp | 72.9%-51.8pp |
| Annual return | 20.92% | 29.80%-8.9pp | 134.50%-113.6pp | 40.39%-19.5pp |
| Employer contribution / active EE | $202 | $1,868-89.2% | $4,821-95.8% | $2,978-93.2% |
| Participant deferral / active EE | $1,433 | $3,195-55.2% | $5,682-74.8% | $5,016-71.4% |
| Admin fee / account holder | $119 | $153-22.2% | $13,215-99.1% | $145-18.0% |