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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $39,063 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $4,305 |
NFP RETIREMENT INC1 year Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Fees | $352 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,584 | $53,254+77.6% | $155,574-39.2% | $199,921-52.7% |
| Participation rate | 62.6% | 64.1%-1.6pp | 78.2%-15.6pp | 72.0%-9.4pp |
| Annual return | 13.48% | 41.18%-27.7pp | 64.87%-51.4pp | 34.28%-20.8pp |
| Employer contribution / active EE | $7 | $1,848-99.6% | $4,676-99.9% | $3,035-99.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $35 | $186-81.2% | $15,914-99.8% | $269-87.0% |