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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,778 |
THE RETIREMENT ADVANTAGE INC3+ years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $13,087 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $6,562 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $1,867 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,964 | $106,164-91.6% | $147,041-93.9% | $77,692-88.5% |
| Participation rate | 81.6% | 78.4%+3.2pp | 82.2%-0.6pp | 70.6%+11.0pp |
| Annual return | 21.47% | 56.81%-35.3pp | 419.21%-397.7pp | 31.25%-9.8pp |
| Employer contribution / active EE | $1,395 | $4,066-65.7% | $4,935-71.7% | $2,726-48.8% |
| Participant deferral / active EE | $2,707 | $7,993-66.1% | $8,071-66.5% | $4,648-41.8% |
| Admin fee / account holder | $128 | $338-62.1% | $13,006-99.0% | $431-70.2% |