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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,982 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $52 |
FIRST HORIZON ADVISORS INC4 years Service code 55 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Other Commissions | $0 |
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.
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 | $15,784 | $59,402-73.4% | $93,654-83.1% | $74,546-78.8% |
| Participation rate | 65.3% | 59.7%+5.6pp | 68.7%-3.5pp | 67.2%-2.0pp |
| Annual return | 14.67% | 81.86%-67.2pp | 133.34%-118.7pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $22 | $1,265-98.3% | $2,421-99.1% | $2,624-99.2% |
| Participant deferral / active EE | $2,004 | $3,049-34.3% | $4,413-54.6% | $4,347-53.9% |
| Admin fee / account holder | $160 | $3,023-94.7% | $8,282-98.1% | $1,944-91.8% |