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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DAVIS BACON PENSION PLANS Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $26,285 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,238 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,217 | $64,176-82.5% | $112,249-90.0% | $66,938-83.2% |
| Participation rate | 51.9% | 68.4%-16.5pp | 75.1%-23.1pp | 69.8%-17.9pp |
| Annual return | -15.29% | -13.80%-1.5pp | 27.48%-42.8pp | 1.58%-16.9pp |
| Employer contribution / active EE | $14,922 | $3,007+396.3% | $3,636+310.4% | $2,545+486.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $123 | $626-80.4% | $6,412-98.1% | $594-79.4% |