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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 | $53,989 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $24,800 |
Service code 10 1200 MARKET ST · CHATTANOOGA, TN 37402 | Accounting | $21,500 |
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 | $28,871 | $89,123-67.6% | $102,460-71.8% | $77,762-62.9% |
| Participation rate | 74.4% | 80.9%-6.5pp | 76.5%-2.1pp | 70.6%+3.8pp |
| Annual return | 10.53% | 25.05%-14.5pp | 29.47%-18.9pp | 31.27%-20.7pp |
| Employer contribution / active EE | $1,295 | $2,700-52.0% | $3,025-57.2% | $2,728-52.5% |
| Participant deferral / active EE | $3,866 | $5,148-24.9% | $5,056-23.5% | $4,651-16.9% |
| Admin fee / account holder | $219 | $236-7.0% | $9,460-97.7% | $433-49.3% |