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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,040 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $22,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,692 | $54,213-37.9% | $93,696-64.0% | $77,736-56.7% |
| Participation rate | 69.9% | 64.0%+6.0pp | 68.7%+1.2pp | 70.6%-0.6pp |
| Annual return | 13.76% | 30.55%-16.8pp | 133.74%-120.0pp | 31.26%-17.5pp |
| Employer contribution / active EE | $1,641 | $1,168+40.5% | $2,422-32.2% | $2,728-39.8% |
| Participant deferral / active EE | $3,375 | $3,145+7.3% | $4,417-23.6% | $4,651-27.4% |
| Admin fee / account holder | $146 | $575-74.6% | $8,287-98.2% | $433-66.3% |