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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 | $14,372 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $3,608 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $2,371 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $168 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,350 | $86,940-90.4% | $102,434-91.8% | $80,935-89.7% |
| Participation rate | 89.9% | 72.4%+17.5pp | 76.5%+13.4pp | 67.7%+22.2pp |
| Annual return | 12.72% | 18.89%-6.2pp | 29.46%-16.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,691 | $2,370+13.6% | $3,023-11.0% | $2,757-2.4% |
| Participant deferral / active EE | $2,005 | $4,121-51.3% | $5,055-60.3% | $4,299-53.4% |
| Admin fee / account holder | $200 | $8,047-97.5% | $9,462-97.9% | $6,924-97.1% |