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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,309 |
Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $26,680 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $4,414 |
ACTUARIES UNLIMITED, INC.4 years Service code 13 · EIN 95-3654973 16030 VENTURA BLVD. STE 320 · ENCINO, CA 91436 | Contract Administrator | $3,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,801 | $65,437-11.7% | $86,698-33.3% | $66,949-13.7% |
| Participation rate | 62.7% | 75.5%-12.7pp | 76.6%-13.9pp | 69.8%-7.1pp |
| Annual return | -19.80% | -10.91%-8.9pp | 35.96%-55.8pp | 1.57%-21.4pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,973 | $4,102-51.9% | $4,656-57.6% | $4,239-53.5% |
| Admin fee / account holder | $591 | $642-7.9% | $7,492-92.1% | $594-0.5% |