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| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS10+ years Service code 13 · EIN 94-3322438 709 W. LITTLETON BLVD. SUITE 106 · LITTLETON CO, WA 80120 | Contract Administrator | $14,981 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,155 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,573 | $80,781-57.2% | $102,437-66.2% | $74,478-53.6% |
| Participation rate | 36.9% | 65.7%-28.7pp | 74.5%-37.6pp | 67.2%-30.3pp |
| Annual return | 7.14% | 27.58%-20.4pp | 24.95%-17.8pp | 1370.56%-1363.4pp |
| Employer contribution / active EE | $1,410 | $3,160-55.4% | $3,871-63.6% | $2,626-46.3% |
| Participant deferral / active EE | $823 | $3,862-78.7% | $5,060-83.7% | $4,350-81.1% |
| Admin fee / account holder | $194 | $2,372-91.8% | $8,388-97.7% | $1,946-90.0% |