Filed January 26, 2023 (most recent of 3 filings on file)
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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 | $850 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $595 |
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 | $17,378 | $65,453-73.5% | $86,698-80.0% | $66,938-74.0% |
| Participation rate | 94.7% | 75.5%+19.2pp | 76.6%+18.1pp | 69.8%+24.9pp |
| Annual return | -6.37% | -10.89%+4.5pp | 35.95%-42.3pp | 1.58%-8.0pp |
| Employer contribution / active EE | $2,059 | $2,154-4.4% | $2,837-27.4% | $2,545-19.1% |
| Participant deferral / active EE | $2,420 | $4,102-41.0% | $4,656-48.0% | $4,238-42.9% |
| Admin fee / account holder | $11 | $642-98.3% | $7,493-99.9% | $594-98.1% |