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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER INSURANCE COMPANY OF AMERIC Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,709 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $11,481 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,523 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,462 | $54,193-78.8% | $93,681-87.8% | $77,692-85.2% |
| Participation rate | 40.7% | 63.9%-23.2pp | 68.7%-28.0pp | 70.6%-29.9pp |
| Annual return | 27.68% | 30.54%-2.9pp | 133.47%-105.8pp | 31.25%-3.6pp |
| Employer contribution / active EE | $1,343 | $1,168+15.0% | $2,422-44.5% | $2,726-50.7% |
| Participant deferral / active EE | $862 | $3,144-72.6% | $4,415-80.5% | $4,648-81.5% |
| Admin fee / account holder | $116 | $576-79.8% | $8,290-98.6% | $431-73.0% |