Filed February 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 11 · EIN 06-1050034 | Actuarial | $180,100 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON ARSONALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,418 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL Service code 73 · EIN 39-0672425 | Other insurance fees and expenses | $10,878 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 10.20% | 7.00%+3.2pp | 4.95%+5.2pp | 8.21%+2.0pp |
| Employer contribution / active EE | $0 | $13,750-100.0% | $20,917-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |