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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $53,744 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,494 | $46,325-38.5% | $143,788-80.2% | $64,814-56.0% |
| Participation rate | 66.8% | 64.2%+2.6pp | 80.3%-13.5pp | 71.5%-4.6pp |
| Annual return | -14.46% | -10.05%-4.4pp | -0.03%-14.4pp | 32.84%-47.3pp |
| Employer contribution / active EE | $891 | $1,911-53.4% | $4,952-82.0% | $2,507-64.5% |
| Participant deferral / active EE | $3,369 | $2,647+27.3% | $5,638-40.2% | $4,310-21.8% |
| Admin fee / account holder | $227 | $154+47.7% | $14,675-98.5% | $188+21.0% |