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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,580 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $5,327 |
STRINGER RESOURCE GROUP6 years Service code 13 PO BOX 2078 · GREER, SC 29652 | Contract Administrator | $676 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,796 | $41,824-81.4% | $136,833-94.3% | $69,733-88.8% |
| Participation rate | 64.9% | 29.3%+35.6pp | 59.0%+5.9pp | 62.5%+2.4pp |
| Annual return | 7.38% | 13.53%-6.2pp | 35.32%-27.9pp | 15.22%-7.8pp |
| Employer contribution / active EE | $0 | $494-100.0% | $1,319-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $659 | $1,105-40.4% | $2,441-73.0% | $3,054-78.4% |
| Admin fee / account holder | $74 | $2,895-97.4% | $4,706-98.4% | $3,102-97.6% |