Filed September 3, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,444 |
MMA SECURITIES LLC3 years Service code 28 PO BOX 9497 · NEW YORK, NY 10087 | Investment Management | $7,745 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS,INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $5,915 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $3,089 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $1,929 |
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 | $7,914 | $37,418-78.9% | $77,100-89.7% | $77,906-89.8% |
| Participation rate | 16.0% | 46.9%-30.9pp | 67.9%-51.9pp | 73.7%-57.7pp |
| Annual return | -13.73% | -7.13%-6.6pp | 42.35%-56.1pp | 12.16%-25.9pp |
| Employer contribution / active EE | $84 | $1,200-93.0% | $2,815-97.0% | $2,846-97.1% |
| Participant deferral / active EE | $410 | $2,572-84.1% | $4,430-90.8% | $4,805-91.5% |
| Admin fee / account holder | $40 | $126-68.0% | $5,443-99.3% | $133-69.6% |