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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,153 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD. NE SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $975 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $511 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,330 | $65,092-88.7% | $143,799-94.9% | $66,938-89.1% |
| Participation rate | 26.9% | 65.2%-38.3pp | 80.3%-53.4pp | 69.8%-42.9pp |
| Annual return | 11.63% | -11.14%+22.8pp | -0.04%+11.7pp | 1.58%+10.1pp |
| Employer contribution / active EE | $644 | $2,362-72.7% | $4,952-87.0% | $2,545-74.7% |
| Participant deferral / active EE | $861 | $2,920-70.5% | $5,638-84.7% | $4,238-79.7% |
| Admin fee / account holder | $70 | $502-86.0% | $14,677-99.5% | $594-88.1% |