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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,527 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $5,731 |
CRS INC2 years Filed as: CRS CPA PSC Service code 13 151 TETUAN STREET · SAN JUAN, PR 00901 | Contract Administrator | $324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,241-100.0% | $81,780-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 7.72% | 41.73%-34.0pp | 776.27%-768.5pp | 35.63%-27.9pp |
| Employer contribution / active EE | $1,068 | $2,343-54.4% | $2,914-63.3% | $2,756-61.2% |
| Participant deferral / active EE | $2,136 | $3,283-34.9% | $4,321-50.6% | $4,297-50.3% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |