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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 | $50,292 |
ERISA SERVICES, INC.7 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $46,801 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Recordkeepi... | $34,678 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $0 |
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.
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 | $16,453 | $89,123-81.5% | $102,460-83.9% | $77,762-78.8% |
| Participation rate | 80.7% | 80.9%-0.3pp | 76.5%+4.2pp | 70.6%+10.1pp |
| Annual return | 5.84% | 25.05%-19.2pp | 29.47%-23.6pp | 31.27%-25.4pp |
| Employer contribution / active EE | $1,108 | $2,700-59.0% | $3,025-63.4% | $2,728-59.4% |
| Participant deferral / active EE | $2,722 | $5,148-47.1% | $5,056-46.2% | $4,651-41.5% |
| Admin fee / account holder | $166 | $236-29.7% | $9,460-98.2% | $433-61.7% |