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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1 year Service code 13 · EIN 62-1200951 P.O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $1,001 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,190 | $65,083-90.5% | $143,788-95.7% | $66,930-90.8% |
| Participation rate | 45.4% | 65.2%-19.8pp | 80.3%-35.0pp | 69.8%-24.5pp |
| Annual return | -16.39% | -11.13%-5.3pp | -0.03%-16.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,036 | $2,920-64.5% | $5,638-81.6% | $4,238-75.5% |
| Admin fee / account holder | $21 | $502-95.8% | $14,675-99.9% | $593-96.5% |