Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $1,737 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $362 |
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.
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 | $32,688 | $138,891-76.5% | $185,441-82.4% | $65,191-49.9% |
| Participation rate | 20.1% | 74.2%-54.2pp | 80.3%-60.2pp | 63.0%-42.9pp |
| Annual return | 8.72% | 10.99%-2.3pp | 20.16%-11.4pp | 51.24%-42.5pp |
| Employer contribution / active EE | $0 | $3,142-100.0% | $4,672-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $245 | $3,459-92.9% | $6,152-96.0% | $2,671-90.8% |
| Admin fee / account holder | $7 | $864-99.1% | $17,890-100.0% | $907-99.2% |