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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,981 |
Filed as: CONSULTING, LLC DESCHUTES INVESTMEN Service code 27 200 SW MARKET STREET STE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $12,282 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $19,691 | $54,213-63.7% | $93,696-79.0% | $77,736-74.7% |
| Participation rate | 28.2% | 64.0%-35.7pp | 68.7%-40.5pp | 70.6%-42.3pp |
| Annual return | 15.20% | 30.55%-15.3pp | 133.74%-118.5pp | 31.26%-16.1pp |
| Employer contribution / active EE | $327 | $1,168-72.0% | $2,422-86.5% | $2,728-88.0% |
| Participant deferral / active EE | $974 | $3,145-69.0% | $4,417-77.9% | $4,651-79.0% |
| Admin fee / account holder | $186 | $575-67.6% | $8,287-97.8% | $433-57.0% |