Filed July 17, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,897 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,473 | $122,063-39.8% | $184,256-60.1% | $74,478-1.3% |
| Participation rate | 68.9% | 85.5%-16.6pp | 86.8%-18.0pp | 67.2%+1.6pp |
| Annual return | 21.58% | 19.92%+1.7pp | 28.85%-7.3pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $868 | $4,539-80.9% | $6,427-86.5% | $2,626-67.0% |
| Participant deferral / active EE | $4,467 | $7,144-37.5% | $9,133-51.1% | $4,350+2.7% |
| Admin fee / account holder | $2,523 | $1,253+101.4% | $13,899-81.8% | $1,946+29.7% |