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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,987 |
Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $2,393 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 | Contract Administrator | $1,131 |
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,361 | $26,906-94.9% | $61,452-97.8% | $77,906-98.3% |
| Participation rate | 80.6% | 33.4%+47.2pp | 52.6%+28.1pp | 73.7%+6.9pp |
| Annual return | -34.40% | -14.46%-19.9pp | 338.96%-373.4pp | 12.16%-46.6pp |
| Employer contribution / active EE | $590 | $521+13.2% | $1,160-49.2% | $2,846-79.3% |
| Participant deferral / active EE | $624 | $1,180-47.1% | $2,125-70.6% | $4,805-87.0% |
| Admin fee / account holder | $10 | $117-91.8% | $2,131-99.5% | $133-92.8% |