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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $41,914 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,986 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $34,790 | $89,123-61.0% | $102,460-66.0% | $77,762-55.3% |
| Participation rate | 42.3% | 80.9%-38.6pp | 76.5%-34.2pp | 70.6%-28.3pp |
| Annual return | 9.07% | 25.05%-16.0pp | 29.47%-20.4pp | 31.27%-22.2pp |
| Employer contribution / active EE | $1,376 | $2,700-49.0% | $3,025-54.5% | $2,728-49.6% |
| Participant deferral / active EE | $2,748 | $5,148-46.6% | $5,056-45.7% | $4,651-40.9% |
| Admin fee / account holder | $433 | $236+83.7% | $9,460-95.4% | $433+0.1% |