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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 | $30,122 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,946 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $4,165 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,502 |
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 | $41,799 | $37,463+11.6% | $77,100-45.8% | $66,949-37.6% |
| Participation rate | 51.5% | 52.9%-1.5pp | 67.9%-16.5pp | 69.8%-18.4pp |
| Annual return | -12.54% | -3.25%-9.3pp | 42.35%-54.9pp | 1.57%-14.1pp |
| Employer contribution / active EE | $2,072 | $1,535+35.0% | $2,815-26.4% | $2,545-18.6% |
| Participant deferral / active EE | $1,738 | $2,621-33.7% | $4,430-60.8% | $4,239-59.0% |
| Admin fee / account holder | $283 | $568-50.1% | $5,443-94.8% | $594-52.2% |