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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $294,462 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $80,113 |
Employer 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 | $5,926 | $53,204-88.9% | $155,556-96.2% | $200,096-97.0% |
| Participation rate | 89.6% | 64.1%+25.5pp | 78.2%+11.4pp | 72.0%+17.6pp |
| Annual return | 17.35% | 41.02%-23.7pp | 64.84%-47.5pp | 34.26%-16.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,448 | $3,163-22.6% | $5,631-56.5% | $5,090-51.9% |
| Admin fee / account holder | $82 | $186-55.6% | $15,885-99.5% | $269-69.4% |