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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Recordkeeping Fees | $1,565 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RET · NEW YORK, NY 10178 | Contract Administrator | $469 |
Employer contribution per participant 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 | $4,523 | $50,820-91.1% | $155,567-97.1% | $77,671-94.2% |
| Participation rate | 84.6% | 63.1%+21.4pp | 78.2%+6.4pp | 70.6%+14.0pp |
| Annual return | 346.91% | 34.85%+312.1pp | 64.74%+282.2pp | 31.21%+315.7pp |
| Employer contribution / active EE | $244 | $1,993-87.8% | $4,674-94.8% | $2,726-91.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $4 | $436-99.1% | $15,916-100.0% | $430-99.1% |