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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 | $121,011 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $30,000 |
Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $12,573 |
C-BEN GROUP2 years Service code 13 · EIN 85-1191330 | Contract Administrator | $6,820 |
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.
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 | $30,004 | $113,568-73.6% | $67,560-55.6% | $200,096-85.0% |
| Participation rate | 47.8% | 73.3%-25.6pp | 72.9%-25.1pp | 72.0%-24.2pp |
| Annual return | 29.21% | 15.88%+13.3pp | 3533.50%-3504.3pp | 34.26%-5.0pp |
| Employer contribution / active EE | $610 | $3,409-82.1% | $2,737-77.7% | $3,038-79.9% |
| Participant deferral / active EE | $2,353 | $4,163-43.5% | $4,004-41.2% | $5,090-53.8% |
| Admin fee / account holder | $153 | $102+49.2% | $3,994-96.2% | $269-43.3% |