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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 | $6,436 |
Service code 27 PO BOX 3609 · EAGLE, CO 81631 | Advisory (Plan) | $3,369 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,876 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $1,640 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,222 | $82,674-80.4% | $125,363-87.1% | $68,495-76.3% |
| Participation rate | 35.9% | 75.0%-39.2pp | 82.4%-46.5pp | 67.9%-32.0pp |
| Annual return | -20.83% | -5.97%-14.9pp | 572.15%-593.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,322 | $3,382-60.9% | $4,815-72.5% | $2,596-49.1% |
| Participant deferral / active EE | $3,594 | $6,111-41.2% | $7,447-51.7% | $4,028-10.8% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |