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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,396 |
DMJPS LLC3 years Filed as: DMJPS PLLC Service code 10 703 GREEN VALLEY ROAD STE 201 · GREENSBORO, NC 27408 | Accounting | $17,000 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $12,153 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,361 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $69,574 | $89,465-22.2% | $165,100-57.9% | $77,762-10.5% |
| Participation rate | 51.6% | 78.6%-27.0pp | 78.6%-27.0pp | 70.6%-19.0pp |
| Annual return | 7.06% | 28.86%-21.8pp | 70.21%-63.1pp | 31.27%-24.2pp |
| Employer contribution / active EE | $72 | $2,565-97.2% | $4,348-98.3% | $2,728-97.4% |
| Participant deferral / active EE | $2,517 | $4,904-48.7% | $6,035-58.3% | $4,651-45.9% |
| Admin fee / account holder | $319 | $340-6.1% | $12,696-97.5% | $433-26.3% |