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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,861 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $32,177 |
PENNSYLVANIA PENSION PLANNERS, INC.10+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,405 |
Filed as: PENNSYLVANIA PENSION PLANNERS Service code 13 2090 LINGLESTOWN RD, STE 201 · HARRISBURG, PA 17110 | Contract Administrator | $2,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,563 | $82,979-51.1% | $102,412-60.4% | $77,736-47.8% |
| Participation rate | 46.0% | 71.5%-25.5pp | 74.5%-28.5pp | 70.6%-24.6pp |
| Annual return | 22.47% | 19.11%+3.4pp | 24.94%-2.5pp | 31.26%-8.8pp |
| Employer contribution / active EE | $313 | $3,554-91.2% | $3,870-91.9% | $2,728-88.5% |
| Participant deferral / active EE | $2,485 | $4,109-39.5% | $5,060-50.9% | $4,651-46.6% |
| Admin fee / account holder | $210 | $639-67.1% | $8,388-97.5% | $433-51.6% |