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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 11525 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Advisory (Plan) | $28,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,477 |
Service code 13 · EIN 27-0293282 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $12,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,347 | $55,415-0.1% | $155,509-64.4% | $74,495-25.7% |
| Participation rate | 68.4% | 61.9%+6.5pp | 78.2%-9.8pp | 67.2%+1.2pp |
| Annual return | 10.06% | 268.50%-258.4pp | 64.67%-54.6pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,724 | $2,267-24.0% | $4,672-63.1% | $2,623-34.3% |
| Participant deferral / active EE | $4,049 | $2,836+42.8% | $5,626-28.0% | $4,346-6.8% |
| Admin fee / account holder | $280 | $1,738-83.9% | $15,912-98.2% | $1,942-85.6% |