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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,566 |
ACTUARIAL BENEFITS CORP8 years Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE SUITE 300 · TORRANCE, CA 90503 | Contract Administrator | $15,054 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE Service code 13 · EIN 30-0840934 20225 VENTURA BLVD., STE 205 · WOODLAND HILLS, CA 91364 | Contract Administrator | $13,000 |
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 | $45,305 | $66,444-31.8% | $120,225-62.3% | $79,634-43.1% |
| Participation rate | 37.0% | 42.8%-5.7pp | 69.6%-32.5pp | 62.5%-25.5pp |
| Annual return | 13.67% | 53.37%-39.7pp | 439.23%-425.6pp | 36.46%-22.8pp |
| Employer contribution / active EE | $638 | $1,860-65.7% | $3,475-81.6% | $2,529-74.8% |
| Participant deferral / active EE | $2,048 | $2,798-26.8% | $3,999-48.8% | $3,835-46.6% |
| Admin fee / account holder | $229 | $1,295-82.3% | $5,696-96.0% | $1,002-77.2% |