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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYATECH Service code 13 · EIN 64-0936321 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $1,265 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 · EIN 36-4115383 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,070 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,800 | $89,067-72.2% | $102,423-75.8% | $77,714-68.1% |
| Participation rate | 58.2% | 80.9%-22.7pp | 76.5%-18.3pp | 70.6%-12.4pp |
| Annual return | 23.30% | 25.01%-1.7pp | 29.42%-6.1pp | 31.26%-8.0pp |
| Employer contribution / active EE | $2,327 | $2,699-13.8% | $3,023-23.0% | $2,727-14.7% |
| Participant deferral / active EE | $3,542 | $5,147-31.2% | $5,054-29.9% | $4,649-23.8% |
| Admin fee / account holder | $2 | $236-99.0% | $9,455-100.0% | $433-99.4% |