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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $571,542 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $14,210 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 99 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Other Fees | $14,210 |
LEXIS NEXIS1 year Filed as: LEXISNEXIS RISK SOLUTIONS FL INC DB Service code 38 1000 ALDERMAN DR · ALPHARETTA, GA 30005 | Participant Communication | $5,850 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $150 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,553 | $67,679+1.3% | $155,509-55.9% | $99,062-30.8% |
| Participation rate | 65.5% | 67.2%-1.7pp | 78.2%-12.7pp | 71.6%-6.1pp |
| Annual return | 10.98% | 16.16%-5.2pp | 64.67%-53.7pp | 17.66%-6.7pp |
| Employer contribution / active EE | $1,934 | $2,268-14.7% | $4,672-58.6% | $3,262-40.7% |
| Participant deferral / active EE | $3,214 | $3,828-16.0% | $5,626-42.9% | $5,331-39.7% |
| Admin fee / account holder | $112 | $94+19.2% | $15,912-99.3% | $109+2.5% |