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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 | $19,128 |
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $12,696 |
Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $5,413 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $1,083 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,233 | $106,164-87.5% | $147,041-91.0% | $77,692-83.0% |
| Participation rate | 69.2% | 78.4%-9.2pp | 82.2%-13.0pp | 70.6%-1.4pp |
| Annual return | 17.33% | 56.81%-39.5pp | 419.21%-401.9pp | 31.25%-13.9pp |
| Employer contribution / active EE | $1,571 | $4,066-61.4% | $4,935-68.2% | $2,726-42.4% |
| Participant deferral / active EE | $2,976 | $7,993-62.8% | $8,071-63.1% | $4,648-36.0% |
| Admin fee / account holder | $181 | $338-46.6% | $13,006-98.6% | $431-58.1% |