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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 | $21,343 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,805 |
PPS PENSION & FINANCIAL SERVICES5+ years Service code 13 8660 SHERIDAN DR · WILLIAMSVILLE, NY 14221 | Contract Administrator | $7,658 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,881 |
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.
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 | $29,916 | $95,438-68.7% | $135,982-78.0% | $74,473-59.8% |
| Participation rate | 54.2% | 78.2%-24.0pp | 81.9%-27.7pp | 70.7%-16.5pp |
| Annual return | 20.20% | 32.61%-12.4pp | 68.32%-48.1pp | 34.36%-14.2pp |
| Employer contribution / active EE | $560 | $3,878-85.6% | $4,859-88.5% | $2,638-78.8% |
| Participant deferral / active EE | $3,649 | $7,790-53.2% | $7,760-53.0% | $4,530-19.5% |
| Admin fee / account holder | $175 | $259-32.6% | $10,767-98.4% | $347-49.7% |