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 | $1,300 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $1,125 |
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 | $22,091 | $76,112-71.0% | $96,534-77.1% | $71,511-69.1% |
| Participation rate | 95.9% | 74.4%+21.5pp | 76.0%+19.9pp | 67.9%+27.9pp |
| Annual return | 23.26% | 22.81%+0.4pp | 25.88%-2.6pp | 28.86%-5.6pp |
| Employer contribution / active EE | $2,013 | $2,248-10.5% | $2,965-32.1% | $2,589-22.3% |
| Participant deferral / active EE | $4,099 | $4,217-2.8% | $4,851-15.5% | $4,291-4.5% |
| Admin fee / account holder | $12 | $2,708-99.5% | $8,253-99.9% | $1,588-99.2% |