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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,587 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $56,091 |
RKL LLP1 year Filed as: REINSEL KUNTZ LESHER LLP Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 17601 | Accounting | $10,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,966 |
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.
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 | $27,608 | $103,024-73.2% | $112,040-75.4% | $79,634-65.3% |
| Participation rate | 69.1% | 80.6%-11.4pp | 76.5%-7.3pp | 62.5%+6.7pp |
| Annual return | 16.48% | 17.60%-1.1pp | 24.52%-8.0pp | 36.46%-20.0pp |
| Employer contribution / active EE | $1,069 | $3,015-64.5% | $2,954-63.8% | $2,529-57.7% |
| Participant deferral / active EE | $2,365 | $5,233-54.8% | $5,098-53.6% | $3,835-38.3% |
| Admin fee / account holder | $199 | $465-57.2% | $12,098-98.4% | $1,002-80.1% |