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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $232,803 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $51,734 |
MCGRATH NORTH1 year Filed as: MCGRATH NORTH MULLIN & KRATZ PC LLO Service code 29 1601 DODGE ST STE 3700 · OMAHA, NE 68102 | Legal | $1,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,374 | $31,741-39.0% | $56,025-65.4% | $200,096-90.3% |
| Participation rate | 64.8% | 32.3%+32.4pp | 52.5%+12.3pp | 72.0%-7.2pp |
| Annual return | 5.50% | 14.72%-9.2pp | 1712.69%-1707.2pp | 34.26%-28.8pp |
| Employer contribution / active EE | $140 | $508-72.4% | $1,042-86.5% | $3,038-95.4% |
| Participant deferral / active EE | $1,438 | $1,184+21.4% | $1,955-26.4% | $5,090-71.8% |
| Admin fee / account holder | $93 | $426-78.1% | $2,828-96.7% | $269-65.4% |