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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 | $66,444-84.0% | $120,225-91.2% | $79,634-86.6% |
| Participation rate | 94.2% | 42.8%+51.4pp | 69.6%+24.6pp | 62.5%+31.7pp |
| Annual return | 11.30% | 53.37%-42.1pp | 439.23%-427.9pp | 36.46%-25.2pp |
| Employer contribution / active EE | $1,638 | $1,860-12.0% | $3,475-52.9% | $2,529-35.2% |
| Participant deferral / active EE | $3,183 | $2,798+13.8% | $3,999-20.4% | $3,835-17.0% |
| Admin fee / account holder | $91 | $1,295-93.0% | $5,696-98.4% | $1,002-90.9% |