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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,109 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,300 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 · EIN 82-3719843 | Contract Administrator | $7,324 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,964 | $92,186-53.4% | $105,624-59.3% | $77,762-44.7% |
| Participation rate | 52.0% | 81.0%-29.0pp | 75.3%-23.2pp | 70.6%-18.6pp |
| Annual return | 11.45% | 17.83%-6.4pp | 116.20%-104.8pp | 31.27%-19.8pp |
| Employer contribution / active EE | $766 | $3,376-77.3% | $3,168-75.8% | $2,728-71.9% |
| Participant deferral / active EE | $1,409 | $5,395-73.9% | $5,013-71.9% | $4,651-69.7% |
| Admin fee / account holder | $170 | $219-22.4% | $10,961-98.4% | $433-60.7% |