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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,634 |
NATIONWIDE1 year Filed as: NATIONWIDE HEALTHCARE SERVICES LLC Service code 99 260 CHAMBERS BRIDGE RD · BRICK, NJ 08723 | Other Fees | $4,405 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 50 TICE BLVD. · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $3,424 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,941 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $0 |
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.
Annual investment return 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 | $32,550 | $50,919-36.1% | $155,556-79.1% | $77,762-58.1% |
| Participation rate | 26.3% | 63.1%-36.8pp | 78.2%-51.9pp | 70.6%-44.3pp |
| Annual return | 10.26% | 34.84%-24.6pp | 64.84%-54.6pp | 31.27%-21.0pp |
| Employer contribution / active EE | $153 | $1,991-92.3% | $4,675-96.7% | $2,728-94.4% |
| Participant deferral / active EE | $1,150 | $2,824-59.3% | $5,631-79.6% | $4,651-75.3% |
| Admin fee / account holder | $267 | $437-38.9% | $15,885-98.3% | $433-38.3% |