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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $398,585 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 LOCKBOX 28025 · CHICAGO, IL 60673 | Advisory (Plan) | $154,568 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $9,522 |
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 | $66,226 | $167,668-60.5% | $100,415-34.0% | $106,553-37.8% |
| Participation rate | 35.9% | 87.6%-51.7pp | 81.5%-45.7pp | 69.8%-34.0pp |
| Annual return | 15.86% | 18.33%-2.5pp | 49.47%-33.6pp | 17.37%-1.5pp |
| Employer contribution / active EE | $701 | $4,908-85.7% | $3,943-82.2% | $3,359-79.1% |
| Participant deferral / active EE | $2,080 | $11,427-81.8% | $8,091-74.3% | $5,562-62.6% |
| Admin fee / account holder | $98 | $94+4.4% | $7,906-98.8% | $80+22.9% |