Filed February 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.9+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $2,317 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-1233483 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping 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.
Employer contribution per participant 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 | $76,403 | $130,294-41.4% | $170,057-55.1% | $71,529+6.8% |
| Participation rate | 57.4% | 86.2%-28.7pp | 87.0%-29.6pp | 67.9%-10.5pp |
| Annual return | 19.75% | 20.36%-0.6pp | 53.42%-33.7pp | 28.97%-9.2pp |
| Employer contribution / active EE | $1,662 | $4,385-62.1% | $6,790-75.5% | $2,590-35.8% |
| Participant deferral / active EE | $2,835 | $6,928-59.1% | $10,411-72.8% | $4,291-33.9% |
| Admin fee / account holder | $64 | $966-93.4% | $12,826-99.5% | $1,588-96.0% |