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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $170,679 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $32,409 |
ARNOLD & KADJAN1 year Service code 29 · EIN 36-2498571 | Legal | $12,227 |
LANER MUCHIN1 year Service code 29 · EIN 36-3088463 | Legal | $11,898 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $8,655 |
BOND BROTHERS1 year Service code 36 · EIN 36-2433269 | Copying and duplicating | $5,378 |
Annual investment return 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 | $9,249 | $98,776-90.6% | $119,126-92.2% | $89,670-89.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 5.32% | 9.25%-3.9pp | 282.11%-276.8pp | 19.66%-14.3pp |
| Employer contribution / active EE | $2,728 | $5,802-53.0% | $4,034-32.4% | $4,041-32.5% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $126 | $230-45.3% | $10,693-98.8% | $352-64.2% |