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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMAPNY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $138,880 |
Service code 13 7365 KIRKWOOD CT. N. · MAPLE GROVE, MN 55369 | Contract Administrator | $53,504 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $15,000 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,825 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $3,009 |
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.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,260 | $46,332-88.6% | $143,799-96.3% | $64,819-91.9% |
| Participation rate | 53.0% | 64.2%-11.3pp | 80.3%-27.4pp | 71.5%-18.5pp |
| Annual return | -17.78% | -10.05%-7.7pp | -0.04%-17.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,636 | $2,647-38.2% | $5,638-71.0% | $4,311-62.0% |
| Admin fee / account holder | $125 | $154-18.5% | $14,677-99.1% | $188-33.2% |