Filed March 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,326 |
PENTEGRA SERVICES, INC.5+ years Service code 13 · EIN 11-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $12,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,401 | $132,049-32.3% | $200,582-55.4% | $74,304+20.3% |
| Participation rate | 69.7% | 84.1%-14.4pp | 86.9%-17.2pp | 60.3%+9.3pp |
| Annual return | 17.33% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $4,431 | $4,558-2.8% | $6,419-31.0% | $2,241+97.7% |
| Participant deferral / active EE | $7,279 | $7,213+0.9% | $9,331-22.0% | $3,767+93.2% |
| Admin fee / account holder | $160 | $2,405-93.3% | $16,305-99.0% | $2,969-94.6% |