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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $183,899 |
Service code 13 · EIN 65-1205077 | Contract Administrator | $109,354 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $37,500 |
Filed as: OPERATING ENGINEERS TRUST FD OF DC Service code 99 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Other Fees | $28,452 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,584 | $86,936-80.9% | $102,437-83.8% | $99,313-83.3% |
| Participation rate | 54.8% | 81.7%-26.9pp | 74.5%-19.7pp | 71.7%-16.9pp |
| Annual return | 10.31% | 14.99%-4.7pp | 24.95%-14.6pp | 17.67%-7.4pp |
| Employer contribution / active EE | $552 | $3,925-85.9% | $3,871-85.7% | $3,264-83.1% |
| Participant deferral / active EE | $220 | $3,825-94.2% | $5,060-95.6% | $5,346-95.9% |
| Admin fee / account holder | $173 | $140+23.6% | $8,388-97.9% | $109+58.8% |