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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $80,493 |
CAPFINANCIAL PARTNERS LLC3 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $60,000 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $21,262 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $0 |
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.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,126 | $68,330-70.5% | $149,740-86.6% | $96,393-79.1% |
| Participation rate | 13.0% | 74.6%-61.6pp | 78.8%-65.8pp | 71.3%-58.3pp |
| Annual return | -10.82% | 29.64%-40.5pp | 134.51%-145.3pp | 22.88%-33.7pp |
| Employer contribution / active EE | $9 | $2,139-99.6% | $4,821-99.8% | $3,239-99.7% |
| Participant deferral / active EE | $454 | $4,422-89.7% | $5,683-92.0% | $5,455-91.7% |
| Admin fee / account holder | $48 | $52-8.4% | $13,222-99.6% | $74-35.6% |