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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,418 |
AB FUNDS4+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $9,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,971 | $50,919-80.4% | $155,556-93.6% | $77,762-87.2% |
| Participation rate | 67.5% | 63.1%+4.4pp | 78.2%-10.7pp | 70.6%-3.1pp |
| Annual return | 17.56% | 34.84%-17.3pp | 64.84%-47.3pp | 31.27%-13.7pp |
| Employer contribution / active EE | $856 | $1,991-57.0% | $4,675-81.7% | $2,728-68.6% |
| Participant deferral / active EE | $1,734 | $2,824-38.6% | $5,631-69.2% | $4,651-62.7% |
| Admin fee / account holder | $141 | $437-67.7% | $15,885-99.1% | $433-67.4% |