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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,355 |
MCF ADVISORS LLC2 years Service code 27 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Advisory (Plan) | $16,951 |
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.
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 | $25,708 | $80,781-68.2% | $102,437-74.9% | $74,478-65.5% |
| Participation rate | 69.4% | 65.7%+3.8pp | 74.5%-5.1pp | 67.2%+2.2pp |
| Annual return | 10.56% | 27.58%-17.0pp | 24.95%-14.4pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $4,621 | $3,160+46.2% | $3,871+19.4% | $2,626+76.0% |
| Participant deferral / active EE | $1,356 | $3,862-64.9% | $5,060-73.2% | $4,350-68.8% |
| Admin fee / account holder | $330 | $2,372-86.1% | $8,388-96.1% | $1,946-83.0% |