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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,032,002 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON, INC. Service code 16 · EIN 52-1868818 | Consulting | $151,559 |
LERROSARBEY, PLLC2 years Service code 10 · EIN 27-0855205 | Accounting | $25,831 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,206 | $141,418-65.9% | $94,677-49.1% | $96,393-50.0% |
| Participation rate | 37.1% | 86.8%-49.7pp | 80.8%-43.7pp | 71.3%-34.1pp |
| Annual return | 16.55% | 21.96%-5.4pp | 156.95%-140.4pp | 22.88%-6.3pp |
| Employer contribution / active EE | $714 | $4,361-83.6% | $3,673-80.6% | $3,239-77.9% |
| Participant deferral / active EE | $2,111 | $10,695-80.3% | $7,418-71.5% | $5,455-61.3% |
| Admin fee / account holder | $91 | $82+10.9% | $7,222-98.7% | $74+23.7% |