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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 | $12,086 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $3,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,178 | $46,332-88.8% | $143,799-96.4% | $64,819-92.0% |
| Participation rate | 67.9% | 64.2%+3.6pp | 80.3%-12.4pp | 71.5%-3.6pp |
| Annual return | -30.95% | -10.05%-20.9pp | -0.04%-30.9pp | 32.84%-63.8pp |
| Employer contribution / active EE | $528 | $1,911-72.4% | $4,952-89.3% | $2,507-78.9% |
| Participant deferral / active EE | $1,590 | $2,647-39.9% | $5,638-71.8% | $4,311-63.1% |
| Admin fee / account holder | $69 | $154-55.4% | $14,677-99.5% | $188-63.5% |