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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,627 |
IPI WEALTH MANAGEMENT INC5 years Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $29,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,429 | $50,919-30.4% | $155,556-77.2% | $77,762-54.4% |
| Participation rate | 48.8% | 63.1%-14.3pp | 78.2%-29.5pp | 70.6%-21.8pp |
| Annual return | 29.69% | 34.84%-5.1pp | 64.84%-35.1pp | 31.27%-1.6pp |
| Employer contribution / active EE | $1,086 | $1,991-45.5% | $4,675-76.8% | $2,728-60.2% |
| Participant deferral / active EE | $2,085 | $2,824-26.2% | $5,631-63.0% | $4,651-55.2% |
| Admin fee / account holder | $221 | $437-49.3% | $15,885-98.6% | $433-48.9% |