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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $815 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREP Service code 13 | Contract Administrator | $4 |
Filed as: NYLIFE SECURITIES. LLC Service code 27 51 MADISON AVE RM 251 · NEW YORK, NY 10010 | Advisory (Plan) | $2 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
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.
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 | $2,052 | $26,549-92.3% | $61,501-96.7% | $66,949-96.9% |
| Participation rate | 4.4% | 38.1%-33.7pp | 52.6%-48.2pp | 69.8%-65.4pp |
| Annual return | 0.00% | -16.21%+16.2pp | 339.04%-339.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $96 | $1,338-92.8% | $2,125-95.5% | $4,239-97.7% |
| Admin fee / account holder | $83 | $409-79.8% | $2,132-96.1% | $594-86.1% |