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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,410 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $5,369 |
Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $2,312 |
Service code 13 | Contract Administrator | $447 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: A & A EMPLOYEE BENEFITYS CONSULTING Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $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.
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 | $8,181 | $59,093-86.2% | $97,295-91.6% | $77,762-89.5% |
| Participation rate | 18.3% | 67.8%-49.5pp | 72.7%-54.4pp | 70.6%-52.3pp |
| Annual return | 13.04% | 16.93%-3.9pp | 75.62%-62.6pp | 31.27%-18.2pp |
| Employer contribution / active EE | $80 | $1,727-95.4% | $2,723-97.1% | $2,728-97.1% |
| Participant deferral / active EE | $228 | $3,901-94.2% | $4,264-94.7% | $4,651-95.1% |
| Admin fee / account holder | $0 | $346-100.0% | $5,646-100.0% | $433-100.0% |