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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,732 |
APRIO LLP2 years Filed as: HA & W WEALTH MANAGEMENT LLC Service code 27 2002 SUMMIT BLVD STE 120 · ATLANTA, GA 30319 | Advisory (Plan) | $17,282 |
HR BENEFIT ADVISORS, LTD2 years Filed as: HA&W BENEFIT ADVISORS, LLC Service code 13 2002 SUMMIT BLVD STE 120 ATLANTA GA · ATLANTA, GA 30319 | Contract Administrator | $5,150 |
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.
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.
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 | $30,728 | $122,239-74.9% | $184,200-83.3% | $74,546-58.8% |
| Participation rate | 58.5% | 85.5%-27.0pp | 86.8%-28.4pp | 67.2%-8.7pp |
| Annual return | 14.04% | 19.95%-5.9pp | 28.80%-14.8pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,344 | $4,537-70.4% | $6,424-79.1% | $2,624-48.8% |
| Participant deferral / active EE | $2,890 | $7,139-59.5% | $9,132-68.4% | $4,347-33.5% |
| Admin fee / account holder | $182 | $1,260-85.6% | $13,907-98.7% | $1,944-90.7% |