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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $236,114 |
UNITED 401(K) PLANS, INC.4 years Filed as: UNITED 401(K) PLANS INC. Service code 13 684 E VINE ST STE 4A · MURRAY, UT 84107 | Contract Administrator | $112,010 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $65,897 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,409 | $2,703,213-99.8% | $165,100-97.3% | $200,096-97.8% |
| Participation rate | 77.4% | 78.4%-1.0pp | 78.6%-1.2pp | 72.0%+5.4pp |
| Annual return | 13.83% | 17.97%-4.1pp | 70.21%-56.4pp | 34.26%-20.4pp |
| Employer contribution / active EE | $546 | $2,973-81.6% | $4,348-87.4% | $3,038-82.0% |
| Participant deferral / active EE | $1,132 | $5,021-77.5% | $6,035-81.2% | $5,090-77.8% |
| Admin fee / account holder | $43 | $1,999-97.8% | $12,696-99.7% | $269-84.0% |