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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 | $83,436-56.1% | $108,753-66.4% | $83,436-56.1% |
| Participation rate | 39.6% | 73.2%-33.5pp | 71.1%-31.4pp | 73.2%-33.5pp |
| Annual return | 15.04% | 19.34%-4.3pp | 37.47%-22.4pp | 19.34%-4.3pp |
| Employer contribution / active EE | $746 | $4,072-81.7% | $2,427-69.3% | $4,072-81.7% |
| Participant deferral / active EE | $1,240 | $3,411-63.7% | $4,115-69.9% | $3,411-63.7% |
| Admin fee / account holder | $165 | $265-37.8% | $10,320-98.4% | $265-37.8% |