Filed February 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,758 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,507 | $50,860-57.7% | $155,574-86.2% | $77,714-72.3% |
| Participation rate | 50.1% | 63.1%-13.0pp | 78.2%-28.1pp | 70.6%-20.5pp |
| Annual return | 32.61% | 34.86%-2.3pp | 64.87%-32.3pp | 31.26%+1.4pp |
| Employer contribution / active EE | $822 | $1,991-58.7% | $4,676-82.4% | $2,727-69.8% |
| Participant deferral / active EE | $3,258 | $2,825+15.3% | $5,629-42.1% | $4,649-29.9% |
| Admin fee / account holder | $13 | $436-96.9% | $15,914-99.9% | $433-96.9% |