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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,550 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $16,413 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,636 | $58,121-81.7% | $130,788-91.9% | $64,728-83.6% |
| Participation rate | 94.2% | 34.7%+59.5pp | 70.1%+24.1pp | 57.9%+36.3pp |
| Annual return | 11.30% | 102.13%-90.8pp | 386.44%-375.1pp | 49.38%-38.1pp |
| Employer contribution / active EE | $1,638 | $1,281+27.8% | $3,558-54.0% | $2,243-27.0% |
| Participant deferral / active EE | $3,183 | $2,137+48.9% | $4,137-23.1% | $2,729+16.6% |
| Admin fee / account holder | $91 | $1,703-94.7% | $6,673-98.6% | $1,145-92.1% |