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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,679 |
CETERA ADVISOR NETWORKS LLC10+ years Service code 53 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Insurance Commissions | $21,070 |
ASCENSUS LLC3 years Filed as: AASCENSUS INC Service code 99 | Other Fees | $2,129 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,008 | $76,642-45.2% | $146,866-71.4% | $65,306-35.7% |
| Participation rate | 49.0% | 61.2%-12.2pp | 82.5%-33.5pp | 57.7%-8.6pp |
| Annual return | 9.94% | 33.40%-23.5pp | 102.85%-92.9pp | 21.94%-12.0pp |
| Employer contribution / active EE | $513 | $2,621-80.4% | $4,425-88.4% | $1,967-73.9% |
| Participant deferral / active EE | $908 | $4,864-81.3% | $7,759-88.3% | $2,959-69.3% |
| Admin fee / account holder | $266 | $3,960-93.3% | $13,620-98.0% | $3,480-92.4% |