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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 | $89,392 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $42,894 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $23,839 |
THE RETIREMENT ADVANTAGE INC2+ years Service code 13 | Contract Administrator | $6,772 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,793 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $2,679 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,945 | $38,165-53.0% | $189,758-90.5% | $69,255-74.1% |
| Participation rate | 41.0% | 66.7%-25.7pp | 79.8%-38.8pp | 69.0%-28.0pp |
| Annual return | 15.29% | 14.65%+0.6pp | 52.62%-37.3pp | 26.73%-11.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $1,733 | $2,073-16.4% | $5,856-70.4% | $2,890-40.0% |
| Admin fee / account holder | $193 | $714-72.9% | $20,388-99.1% | $733-73.6% |