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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 | $11,887 |
THREE BELL CAPITAL LLC2+ years Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $11,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,360 | $80,992-71.2% | $96,534-75.8% | $75,173-68.9% |
| Participation rate | 52.1% | 71.8%-19.7pp | 76.0%-23.9pp | 67.2%-15.1pp |
| Annual return | 14.01% | 27.05%-13.0pp | 25.88%-11.9pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,161 | $2,283-49.1% | $2,965-60.9% | $2,671-56.5% |
| Participant deferral / active EE | $4,167 | $3,929+6.1% | $4,851-14.1% | $4,126+1.0% |
| Admin fee / account holder | $206 | $6,717-96.9% | $8,253-97.5% | $5,651-96.3% |