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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,021 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $11,578 |
FLEXPATH STRATEGIES, LLC5 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $1,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,170 | $41,016-38.6% | $152,093-83.5% | $64,097-60.7% |
| Participation rate | 28.3% | 51.3%-23.1pp | 77.8%-49.5pp | 55.2%-26.9pp |
| Annual return | 12.82% | 39.60%-26.8pp | 66.36%-53.5pp | 34.64%-21.8pp |
| Employer contribution / active EE | $242 | $1,342-82.0% | $4,175-94.2% | $1,891-87.2% |
| Participant deferral / active EE | $1,663 | $1,927-13.7% | $5,451-69.5% | $3,080-46.0% |
| Admin fee / account holder | $200 | $2,305-91.3% | $14,497-98.6% | $3,454-94.2% |