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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 11911 KINGSTON PIKE · KNOXVILLE, TN 37934 | Contract Administrator | $9,475 |
Service code 10 210 SOUTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Accounting | $7,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,092 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $26,055 | $76,112-65.8% | $96,534-73.0% | $71,511-63.6% |
| Participation rate | 51.7% | 74.4%-22.7pp | 76.0%-24.3pp | 67.9%-16.3pp |
| Annual return | 15.13% | 22.81%-7.7pp | 25.88%-10.7pp | 28.86%-13.7pp |
| Employer contribution / active EE | $859 | $2,248-61.8% | $2,965-71.0% | $2,589-66.8% |
| Participant deferral / active EE | $1,250 | $4,217-70.4% | $4,851-74.2% | $4,291-70.9% |
| Admin fee / account holder | $149 | $2,708-94.5% | $8,253-98.2% | $1,588-90.6% |