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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3930 E RAY ROAD STE 170 · PHOENIX, AZ 85044 | Advisory (Plan) | $47,181 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $33,265 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,847 |
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 | $40,351 | $57,739-30.1% | $112,228-64.0% | $74,473-45.8% |
| Participation rate | 57.8% | 55.6%+2.2pp | 72.4%-14.6pp | 70.7%-12.9pp |
| Annual return | 14.03% | 19.52%-5.5pp | 30.23%-16.2pp | 34.36%-20.3pp |
| Employer contribution / active EE | $394 | $1,675-76.5% | $3,432-88.5% | $2,638-85.1% |
| Participant deferral / active EE | $1,311 | $2,891-54.7% | $4,800-72.7% | $4,530-71.1% |
| Admin fee / account holder | $73 | $462-84.1% | $7,752-99.1% | $347-78.9% |