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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 | $22,700 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $8,487 |
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.
Annual investment return 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 | $20,726 | $59,105-64.9% | $160,009-87.0% | $66,938-69.0% |
| Participation rate | 26.5% | 68.1%-41.6pp | 78.0%-51.5pp | 69.8%-43.4pp |
| Annual return | -18.82% | -12.26%-6.6pp | 408.85%-427.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,095 | $1,983-44.8% | $4,225-74.1% | $2,545-57.0% |
| Participant deferral / active EE | $1,736 | $4,395-60.5% | $6,183-71.9% | $4,238-59.0% |
| Admin fee / account holder | $256 | $591-56.7% | $8,715-97.1% | $594-56.9% |