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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.3 years Service code 13 · EIN 62-1200951 P.O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $5,534 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,365 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,567 | $55,437-79.1% | $155,534-92.6% | $74,459-84.5% |
| Participation rate | 49.1% | 61.9%-12.8pp | 78.2%-29.1pp | 67.2%-18.1pp |
| Annual return | 8.50% | 269.58%-261.1pp | 64.92%-56.4pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,200 | $2,837-57.7% | $5,630-78.7% | $4,350-72.4% |
| Admin fee / account holder | $62 | $1,742-96.5% | $15,900-99.6% | $1,945-96.8% |