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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 | $21,742 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,824 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS INC Service code 13 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $701 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS INC. Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,230 | $55,446-16.6% | $155,574-70.3% | $74,429-37.9% |
| Participation rate | 52.6% | 61.9%-9.3pp | 78.2%-25.6pp | 67.2%-14.7pp |
| Annual return | 13.07% | 269.20%-256.1pp | 64.87%-51.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $780 | $2,266-65.6% | $4,676-83.3% | $2,625-70.3% |
| Participant deferral / active EE | $1,699 | $2,836-40.1% | $5,629-69.8% | $4,348-60.9% |
| Admin fee / account holder | $286 | $1,743-83.6% | $15,914-98.2% | $1,944-85.3% |