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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 | $49,967 |
SCS3 years Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST · BELLEVUE, WA 98004 | Advisory (Plan) | $40,515 |
HUNNEX AND SHOEMAKER, INC.5 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $8,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,830 |
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 | $55,671 | $45,109+23.4% | $85,240-34.7% | $77,762-28.4% |
| Participation rate | 15.7% | 48.7%-33.0pp | 67.5%-51.9pp | 70.6%-54.9pp |
| Annual return | 16.98% | 79.55%-62.6pp | 66.75%-49.8pp | 31.27%-14.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,068 | $2,814-26.5% | $4,527-54.3% | $4,651-55.5% |
| Admin fee / account holder | $230 | $915-74.9% | $6,165-96.3% | $433-46.9% |