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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 | $24,119 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $9,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,060 | $73,532-67.3% | $178,505-86.5% | $74,478-67.7% |
| Participation rate | 27.8% | 66.6%-38.8pp | 77.1%-49.3pp | 67.2%-39.4pp |
| Annual return | 15.41% | 17.49%-2.1pp | 27.16%-11.7pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $1,132 | $2,221-49.0% | $3,955-71.4% | $2,626-56.9% |
| Participant deferral / active EE | $1,639 | $4,519-63.7% | $6,280-73.9% | $4,350-62.3% |
| Admin fee / account holder | $274 | $1,813-84.9% | $10,428-97.4% | $1,946-85.9% |