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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $103,141 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISOR LLC Service code 50 · EIN 36-4001764 | Direct Payment | $22,286 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: CUNA MUTUAL Service code 15 5910 MINERAL POINT ROAD · MADISON, WI 53705 | Recordkeeping | $13,972 |
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.
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 | $43,547 | $105,179-58.6% | $64,097-32.1% | $80,169-45.7% |
| Participation rate | 29.2% | 73.5%-44.4pp | 72.3%-43.2pp | 72.9%-43.8pp |
| Annual return | 14.11% | 20.34%-6.2pp | 33.75%-19.6pp | 40.39%-26.3pp |
| Employer contribution / active EE | $999 | $3,311-69.8% | $2,750-63.7% | $2,978-66.4% |
| Participant deferral / active EE | $1,958 | $4,020-51.3% | $3,881-49.6% | $5,016-61.0% |
| Admin fee / account holder | $67 | $113-40.8% | $3,070-97.8% | $145-53.7% |