Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,851 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S, SUITE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $27,783 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,335 |
PROGRESSIVE PENSION ADMIN., INC.9+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $10,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,732 | $91,372-39.0% | $130,045-57.1% | $74,460-25.2% |
| Participation rate | 54.4% | 77.8%-23.4pp | 78.5%-24.1pp | 70.7%-16.4pp |
| Annual return | 16.93% | 23.21%-6.3pp | -137.30%+154.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $984 | $2,563-61.6% | $4,321-77.2% | $2,638-62.7% |
| Participant deferral / active EE | $2,588 | $4,721-45.2% | $5,820-55.5% | $4,530-42.9% |
| Admin fee / account holder | $291 | $283+2.6% | $10,600-97.3% | $348-16.4% |