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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,397 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Other Fees | $26,580 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,124 |
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 | $36,589 | $53,259-31.3% | $100,712-63.7% | $100,573-63.6% |
| Participation rate | 39.6% | 66.2%-26.6pp | 69.3%-29.6pp | 70.9%-31.3pp |
| Annual return | 15.04% | 9.92%+5.1pp | 33.27%-18.2pp | 18.89%-3.9pp |
| Employer contribution / active EE | $746 | $1,492-50.0% | $2,313-67.8% | $3,763-80.2% |
| Participant deferral / active EE | $1,240 | $1,977-37.3% | $4,085-69.7% | $4,921-74.8% |
| Admin fee / account holder | $165 | $528-68.7% | $9,256-98.2% | $454-63.6% |