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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,608 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 | Other Commissions | $22,591 |
DUNCAN ACCOUNTING & TAX SERVICES3+ years Filed as: DUNCAN ACCOUNTING & TAX SERVICES, I Service code 13 · EIN 61-1959547 311 MAIN STREET, SUITE 2 · IRWIN, PA 15642 | Contract Administrator | $5,697 |
DUNCAN ACCOUNTING & TAX SERVICES3+ years Filed as: DUNCAN ACCOUNTING & TAX SERVICES IN Service code 13 | Contract Administrator | $5,522 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
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.
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 | $30,288 | $84,482-64.1% | $125,363-75.8% | $66,930-54.7% |
| Participation rate | 67.6% | 76.4%-8.8pp | 82.4%-14.7pp | 69.8%-2.2pp |
| Annual return | -17.34% | -8.49%-8.9pp | 572.15%-589.5pp | 1.57%-18.9pp |
| Employer contribution / active EE | $998 | $3,553-71.9% | $4,815-79.3% | $2,545-60.8% |
| Participant deferral / active EE | $2,729 | $6,782-59.8% | $7,447-63.4% | $4,238-35.6% |
| Admin fee / account holder | $274 | $685-60.0% | $10,005-97.3% | $593-53.8% |