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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,650 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $15,275 |
CLARK, SCHAEFER, HACKETT & CO.10+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $3,818 |
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.
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 | $27,693 | $79,223-65.0% | $102,460-73.0% | $74,478-62.8% |
| Participation rate | 65.7% | 74.8%-9.1pp | 76.5%-10.8pp | 67.2%-1.5pp |
| Annual return | 15.85% | 54.98%-39.1pp | 29.47%-13.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $1,282 | $2,363-45.8% | $3,025-57.6% | $2,626-51.2% |
| Participant deferral / active EE | $1,925 | $4,417-56.4% | $5,056-61.9% | $4,350-55.7% |
| Admin fee / account holder | $192 | $2,003-90.4% | $9,460-98.0% | $1,946-90.1% |