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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HERITAGE INSTITUIONAL SERVICES LLC Service code 27 2800 W COUNTRY CLUB DR STE A · OKLAHOMA CITY, OK 73116 | Advisory (Plan) | $10,360 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,689 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,264 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,111 | $57,103-75.3% | $87,502-83.9% | $57,658-75.5% |
| Participation rate | 47.7% | 64.3%-16.7pp | 73.8%-26.2pp | 70.2%-22.6pp |
| Annual return | 4.13% | 12.71%-8.6pp | 12.21%-8.1pp | 5.13%-1.0pp |
| Employer contribution / active EE | $0 | $1,107-100.0% | $2,550-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $747 | $2,250-66.8% | $3,149-76.3% | $3,061-75.6% |
| Admin fee / account holder | $48 | $281-82.8% | $4,221-98.9% | $95-48.9% |