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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,914 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $8,935 |
MY BENEFITS, LLC6+ years Service code 13 P.O. BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $2,518 |
Service code 99 1801 CALIFORNIA STREET, 23RD FLOOR · DENVER, CO 80202 | Other Fees | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $21,711 | $73,009-70.3% | $90,760-76.1% | $68,486-68.3% |
| Participation rate | 53.2% | 70.8%-17.6pp | 75.7%-22.4pp | 67.9%-14.6pp |
| Annual return | -18.91% | -13.81%-5.1pp | -12.16%-6.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,041 | $2,193-52.5% | $2,922-64.4% | $2,597-59.9% |
| Participant deferral / active EE | $2,117 | $3,626-41.6% | $4,565-53.6% | $4,028-47.4% |
| Admin fee / account holder | $319 | $5,896-94.6% | $8,444-96.2% | $5,404-94.1% |