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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 | $37,050 |
IPI WEALTH MANAGEMENT INC3 years Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $15,013 |
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 | $24,764 | $46,332-46.6% | $143,797-82.8% | $64,824-61.8% |
| Participation rate | 40.8% | 64.2%-23.5pp | 80.3%-39.6pp | 71.5%-30.7pp |
| Annual return | -13.61% | -10.05%-3.6pp | -0.04%-13.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $1,382 | $1,911-27.7% | $4,952-72.1% | $2,507-44.9% |
| Participant deferral / active EE | $2,690 | $2,647+1.6% | $5,638-52.3% | $4,311-37.6% |
| Admin fee / account holder | $199 | $154+29.2% | $14,679-98.6% | $188+5.8% |