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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 | $99,505 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $34,654 |
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.
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 | $4,295 | $45,000-90.5% | $143,799-97.0% | $77,906-94.5% |
| Participation rate | 87.1% | 66.8%+20.2pp | 80.3%+6.7pp | 73.7%+13.4pp |
| Annual return | -14.57% | 29.03%-43.6pp | -0.04%-14.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,910 | $3,157-39.5% | $5,638-66.1% | $4,805-60.3% |
| Admin fee / account holder | $50 | $98-49.7% | $14,677-99.7% | $133-62.6% |