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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 | $145,222 |
Service code 16 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $51,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,926 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $6,300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,431 | $99,313-52.2% | $178,505-73.4% | $99,313-52.2% |
| Participation rate | 24.7% | 71.7%-47.1pp | 77.1%-52.5pp | 71.7%-47.1pp |
| Annual return | 11.50% | 17.67%-6.2pp | 27.16%-15.7pp | 17.67%-6.2pp |
| Employer contribution / active EE | $68 | $3,264-97.9% | $3,955-98.3% | $3,264-97.9% |
| Participant deferral / active EE | $1,394 | $5,346-73.9% | $6,280-77.8% | $5,346-73.9% |
| Admin fee / account holder | $94 | $109-14.0% | $10,428-99.1% | $109-14.0% |