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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 | $27,729 |
Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $4,697 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 | Contract Administrator | $981 |
FLEXPATH STRATEGIES, LLC1 year Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Other Fees | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,097 | $30,147-89.7% | $58,561-94.7% | $80,157-96.1% |
| Participation rate | 59.7% | 34.4%+25.3pp | 50.9%+8.8pp | 72.9%-13.2pp |
| Annual return | 21.47% | 21.97%-0.5pp | 4251.33%-4229.9pp | 40.39%-18.9pp |
| Employer contribution / active EE | $280 | $528-46.9% | $1,053-73.4% | $2,977-90.6% |
| Participant deferral / active EE | $344 | $1,249-72.4% | $1,923-82.1% | $5,015-93.1% |
| Admin fee / account holder | $22 | $195-88.5% | $2,520-99.1% | $145-84.6% |