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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,112 |
UNITED 401(K) PLANS, INC.2 years Filed as: UNITED 401(K) PLANS INC Service code 13 PO BOX 71570 · SALT LAKE CITY UT, UT 84171 | Contract Administrator | $12,690 |
Service code 27 4340 REDWOOD HWYSUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,174 | $90,064-55.4% | $100,392-60.0% | $77,736-48.3% |
| Participation rate | 45.5% | 81.3%-35.8pp | 81.5%-36.0pp | 70.6%-25.1pp |
| Annual return | 22.91% | 20.61%+2.3pp | 49.45%-26.5pp | 31.26%-8.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,941-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,779 | $8,282-30.2% | $8,090-28.6% | $4,651+24.3% |
| Admin fee / account holder | $153 | $172-10.8% | $7,904-98.1% | $433-64.6% |