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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,144 |
TBS AGENCY INC10+ years Service code 55 · EIN 52-1473914 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,681 | $50,919-59.4% | $155,556-86.7% | $77,762-73.4% |
| Participation rate | 26.4% | 63.1%-36.7pp | 78.2%-51.8pp | 70.6%-44.2pp |
| Annual return | 12.55% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $777 | $2,824-72.5% | $5,631-86.2% | $4,651-83.3% |
| Admin fee / account holder | $58 | $437-86.7% | $15,885-99.6% | $433-86.6% |