Filed July 17, 2017 (most recent of 2 filings on file)
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| 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 | $22,867 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $718 |
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 | $85,780 | $121,671-29.5% | $211,142-59.4% | $64,340+33.3% |
| Participation rate | 73.0% | 76.5%-3.5pp | 87.3%-14.3pp | 55.2%+17.8pp |
| Annual return | 13.31% | 21.43%-8.1pp | 46.84%-33.5pp | 24.14%-10.8pp |
| Employer contribution / active EE | $871 | $4,066-78.6% | $6,442-86.5% | $1,862-53.2% |
| Participant deferral / active EE | $5,061 | $6,049-16.3% | $9,284-45.5% | $2,980+69.8% |
| Admin fee / account holder | $2,070 | $4,774-56.6% | $19,076-89.2% | $3,703-44.1% |