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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,061 |
HAYS COMPANIES2+ years Filed as: HAYS GROUP INC DBA HAYS COMPANIES Service code 27 80TH S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $17,903 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $9,405 | $84,784-88.9% | $98,461-90.4% | $74,460-87.4% |
| Participation rate | 69.2% | 81.5%-12.3pp | 75.2%-5.9pp | 70.7%-1.5pp |
| Annual return | 29.85% | 20.59%+9.3pp | 21.17%+8.7pp | 34.38%-4.5pp |
| Employer contribution / active EE | $1,323 | $3,364-60.7% | $3,049-56.6% | $2,638-49.8% |
| Participant deferral / active EE | $2,286 | $5,218-56.2% | $4,738-51.8% | $4,530-49.5% |
| Admin fee / account holder | $74 | $204-63.9% | $8,961-99.2% | $348-78.8% |