Filed February 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.10+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $13,699 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-1233483 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,835 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,077 | $122,063-63.9% | $184,256-76.1% | $74,478-40.8% |
| Participation rate | 86.5% | 85.5%+1.0pp | 86.8%-0.4pp | 67.2%+19.2pp |
| Annual return | 15.42% | 19.92%-4.5pp | 28.85%-13.4pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $1,847 | $4,539-59.3% | $6,427-71.3% | $2,626-29.7% |
| Participant deferral / active EE | $3,259 | $7,144-54.4% | $9,133-64.3% | $4,350-25.1% |
| Admin fee / account holder | $95 | $1,253-92.4% | $13,899-99.3% | $1,946-95.1% |