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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,156 |
BENEFITS2 ADMINISTRATORS LLC2 years Filed as: BENEFITS 2 ADMINISTRATORS, LLC Service code 13 301 MEADOW RIDGE LN · EAGLE ID, ID 83616 | Contract Administrator | $13,575 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $10,466 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,189 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,385 | $101,653-69.1% | $147,080-78.7% | $74,459-57.8% |
| Participation rate | 98.7% | 75.6%+23.1pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 21.46% | 8754.98%-8733.5pp | 420.17%-398.7pp | 1369.70%-1348.2pp |
| Employer contribution / active EE | $4,350 | $3,813+14.1% | $4,933-11.8% | $2,626+65.7% |
| Participant deferral / active EE | $8,560 | $7,304+17.2% | $8,066+6.1% | $4,350+96.8% |
| Admin fee / account holder | $294 | $1,752-83.2% | $12,989-97.7% | $1,945-84.9% |