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| Provider | Service type | Compensation |
|---|---|---|
MAXUS PLAN SOLUTIONS7 years Service code 13 · EIN 45-4012897 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $3,708 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Contract Administrator | $2,448 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,457 | $62,327-39.9% | $120,354-68.9% | $74,495-49.7% |
| Participation rate | 41.7% | 56.8%-15.0pp | 71.9%-30.2pp | 67.2%-25.5pp |
| Annual return | 13.02% | 18.61%-5.6pp | 107.15%-94.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $691 | $2,893-76.1% | $4,991-86.2% | $4,346-84.1% |
| Admin fee / account holder | $52 | $2,396-97.8% | $9,423-99.4% | $1,942-97.3% |