Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $398,333 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 16 · EIN 33-0785439 | Consulting | $90,000 |
Filed as: CBIZ MHM, LLC Service code 49 · EIN 34-1846498 | Other Services | $24,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,660 | $111,545-38.4% | $64,110+7.1% | $103,657-33.8% |
| Participation rate | 67.3% | 74.9%-7.6pp | 72.3%-5.0pp | 73.4%-6.1pp |
| Annual return | 14.10% | 17.80%-3.7pp | 33.75%-19.6pp | 33.13%-19.0pp |
| Employer contribution / active EE | $978 | $4,573-78.6% | $2,751-64.4% | $3,216-69.6% |
| Participant deferral / active EE | $4,079 | $4,715-13.5% | $3,883+5.1% | $5,218-21.8% |
| Admin fee / account holder | $58 | $45+29.0% | $3,071-98.1% | $114-49.0% |