Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,165 |
ASCENSUS LLC8 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $38,015 |
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.
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 | $8,531 | $58,336-85.4% | $97,260-91.2% | $199,960-95.7% |
| Participation rate | 52.4% | 63.8%-11.4pp | 72.7%-20.3pp | 72.0%-19.6pp |
| Annual return | 12.46% | 32.81%-20.3pp | 75.54%-63.1pp | 34.28%-21.8pp |
| Employer contribution / active EE | $590 | $1,416-58.3% | $2,721-78.3% | $3,036-80.6% |
| Participant deferral / active EE | $879 | $3,240-72.9% | $4,262-79.4% | $5,087-82.7% |
| Admin fee / account holder | $30 | $114-73.8% | $5,640-99.5% | $269-88.9% |