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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,161 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,316 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,955 | $71,526-76.3% | $98,450-82.8% | $71,495-76.3% |
| Participation rate | 48.0% | 72.7%-24.7pp | 75.2%-27.1pp | 67.9%-19.9pp |
| Annual return | 16.48% | 32.42%-15.9pp | 21.16%-4.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $181 | $2,400-92.4% | $3,049-94.0% | $2,589-93.0% |
| Participant deferral / active EE | $1,933 | $4,110-53.0% | $4,739-59.2% | $4,291-54.9% |
| Admin fee / account holder | $130 | $1,675-92.3% | $8,961-98.6% | $1,588-91.8% |