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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OR AMERICA Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,108 |
Filed as: FSM BENEFITS INC. DBA BENEFITS PLUS Service code 13 · EIN 84-3881668 | Contract Administrator | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,874 | $63,442-63.9% | $68,794-66.7% | $66,930-65.8% |
| Participation rate | 22.1% | 60.0%-37.9pp | 69.0%-46.9pp | 69.8%-47.7pp |
| Annual return | -19.11% | -8.29%-10.8pp | -6.37%-12.7pp | 1.57%-20.7pp |
| Employer contribution / active EE | $404 | $1,775-77.2% | $2,656-84.8% | $2,545-84.1% |
| Participant deferral / active EE | $1,028 | $2,945-65.1% | $3,941-73.9% | $4,238-75.7% |
| Admin fee / account holder | $321 | $577-44.4% | $4,934-93.5% | $593-46.0% |