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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 | $34,060 |
DEFINITI LLC3 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $30,382 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 · EIN 45-1600395 7780 CAMBRIDGE MANOR PLACE · FORT MYERS, FL 33907 | Advisory (Plan) | $28,104 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 13 · EIN 31-1440043 535 METRO PL S · DUBLIN, OH 43017 | Contract Administrator | $8,778 |
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 | $28,409 | $72,303-60.7% | $86,698-67.2% | $64,819-56.2% |
| Participation rate | 35.1% | 80.4%-45.4pp | 76.6%-41.5pp | 71.5%-36.4pp |
| Annual return | -19.57% | 392.77%-412.3pp | 35.95%-55.5pp | 32.84%-52.4pp |
| Employer contribution / active EE | $219 | $2,393-90.8% | $2,837-92.3% | $2,507-91.2% |
| Participant deferral / active EE | $1,187 | $4,660-74.5% | $4,656-74.5% | $4,311-72.5% |
| Admin fee / account holder | $189 | $174+8.5% | $7,493-97.5% | $188+0.5% |