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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3930 E RAY ROAD STE 170 · PHOENIX, AZ 85044 | Advisory (Plan) | $53,939 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $35,316 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,420 | $73,149-36.5% | $120,580-61.5% | $77,762-40.3% |
| Participation rate | 55.8% | 55.2%+0.7pp | 72.0%-16.1pp | 70.6%-14.8pp |
| Annual return | 11.23% | 18.24%-7.0pp | 107.48%-96.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $428 | $1,793-76.1% | $3,469-87.7% | $2,728-84.3% |
| Participant deferral / active EE | $1,463 | $3,006-51.3% | $4,995-70.7% | $4,651-68.5% |
| Admin fee / account holder | $81 | $660-87.8% | $9,418-99.1% | $433-81.3% |