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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,828 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $23,847 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,100 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $4,926 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,603 | $53,259-48.2% | $100,712-72.6% | $100,573-72.6% |
| Participation rate | 18.5% | 66.2%-47.7pp | 69.3%-50.8pp | 70.9%-52.4pp |
| Annual return | 17.22% | 9.92%+7.3pp | 33.27%-16.0pp | 18.89%-1.7pp |
| Employer contribution / active EE | $409 | $1,492-72.6% | $2,313-82.3% | $3,763-89.1% |
| Participant deferral / active EE | $840 | $1,977-57.5% | $4,085-79.4% | $4,921-82.9% |
| Admin fee / account holder | $291 | $528-44.9% | $9,256-96.9% | $454-35.9% |