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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $927 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,260 | $58,320-13.8% | $86,439-41.9% | $66,930-24.9% |
| Participation rate | 61.9% | 78.6%-16.7pp | 80.3%-18.5pp | 69.8%-7.9pp |
| Annual return | -15.05% | -9.71%-5.3pp | 4395.55%-4410.6pp | 1.57%-16.6pp |
| Employer contribution / active EE | $3,192 | $2,615+22.1% | $3,769-15.3% | $2,545+25.4% |
| Participant deferral / active EE | $6,882 | $6,899-0.2% | $6,952-1.0% | $4,238+62.4% |
| Admin fee / account holder | $7 | $546-98.7% | $6,732-99.9% | $593-98.8% |