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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,205 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 13 · EIN 31-1440043 535 METRO PL S · DUBLIN, OH 43017 | Contract Administrator | $40,598 |
DEFINITI LLC5 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $40,272 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,081 | $89,123-56.1% | $102,460-61.9% | $77,762-49.7% |
| Participation rate | 38.4% | 80.9%-42.6pp | 76.5%-38.2pp | 70.6%-32.2pp |
| Annual return | 40.77% | 25.05%+15.7pp | 29.47%+11.3pp | 31.27%+9.5pp |
| Employer contribution / active EE | $803 | $2,700-70.2% | $3,025-73.4% | $2,728-70.6% |
| Participant deferral / active EE | $1,437 | $5,148-72.1% | $5,056-71.6% | $4,651-69.1% |
| Admin fee / account holder | $189 | $236-19.7% | $9,460-98.0% | $433-56.3% |