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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,539 |
NFP RETIREMENT INC3 years Service code 55 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Other Commissions | $17,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,005 | $61,356-25.0% | $149,696-69.3% | $71,511-35.7% |
| Participation rate | 38.2% | 62.5%-24.3pp | 78.8%-40.5pp | 67.9%-29.7pp |
| Annual return | 13.32% | 35.86%-22.5pp | 134.46%-121.1pp | 28.86%-15.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,527 | $2,920+20.8% | $5,682-37.9% | $4,291-17.8% |
| Admin fee / account holder | $234 | $1,263-81.5% | $13,212-98.2% | $1,588-85.3% |