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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,459 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,192 |
ACTUARIAL BENEFITS CORP3 years Service code 13 | Contract Administrator | $5,014 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $2,689 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,275 | $46,599+1.4% | $64,101-26.2% | $75,173-37.1% |
| Participation rate | 91.7% | 65.9%+25.7pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 8.38% | 26.06%-17.7pp | 33.72%-25.3pp | 160.72%-152.3pp |
| Employer contribution / active EE | $2,736 | $1,975+38.5% | $2,749-0.5% | $2,671+2.4% |
| Participant deferral / active EE | $3,912 | $2,837+37.9% | $3,881+0.8% | $4,126-5.2% |
| Admin fee / account holder | $254 | $2,956-91.4% | $3,070-91.7% | $5,651-95.5% |