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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMP OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $28,759 |
Filed as: PENSION ADMINISTRATORS GROUP Service code 13 · EIN 66-0523704 | Contract Administrator | $11,913 |
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.
Annual investment return 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 | $5,350 | $106,264-95.0% | $147,117-96.4% | $77,762-93.1% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 11.15% | 56.94%-45.8pp | 420.54%-409.4pp | 31.27%-20.1pp |
| Employer contribution / active EE | $108 | $4,074-97.4% | $4,932-97.8% | $2,728-96.0% |
| Participant deferral / active EE | $571 | $8,003-92.9% | $8,065-92.9% | $4,651-87.7% |
| Admin fee / account holder | $74 | $334-77.9% | $12,993-99.4% | $433-82.9% |