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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 | $14,868 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $14,510 |
CLARK, SCHAEFER, HACKETT & CO.8+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $2,902 |
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.
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 | $15,670 | $65,453-76.1% | $86,698-81.9% | $66,938-76.6% |
| Participation rate | 65.1% | 75.5%-10.3pp | 76.6%-11.5pp | 69.8%-4.7pp |
| Annual return | -12.48% | -10.89%-1.6pp | 35.95%-48.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $1,009 | $2,154-53.2% | $2,837-64.4% | $2,545-60.4% |
| Participant deferral / active EE | $1,533 | $4,102-62.6% | $4,656-67.1% | $4,238-63.8% |
| Admin fee / account holder | $142 | $642-77.9% | $7,493-98.1% | $594-76.1% |