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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,730 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $2,629 |
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 | $21,545 | $62,177-65.3% | $81,370-73.5% | $74,478-71.1% |
| Participation rate | 98.1% | 64.1%+34.0pp | 69.5%+28.6pp | 67.2%+30.9pp |
| Annual return | 8.81% | 16.62%-7.8pp | 24.85%-16.0pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $1,823 | $1,881-3.1% | $2,464-26.0% | $2,626-30.6% |
| Participant deferral / active EE | $1,934 | $3,219-39.9% | $3,885-50.2% | $4,350-55.6% |
| Admin fee / account holder | $33 | $1,927-98.3% | $5,749-99.4% | $1,946-98.3% |