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 | $130,795-75.0% | $173,730-81.2% | $64,728-49.5% |
| Participation rate | 20.1% | 69.9%-49.8pp | 79.6%-59.5pp | 57.9%-37.8pp |
| Annual return | 8.72% | 13.01%-4.3pp | 19.96%-11.2pp | 49.38%-40.7pp |
| Employer contribution / active EE | $0 | $2,914-100.0% | $4,577-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $245 | $3,477-93.0% | $6,326-96.1% | $2,729-91.0% |
| Admin fee / account holder | $7 | $1,356-99.5% | $17,523-100.0% | $1,145-99.3% |