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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $169,410 |
AON CONSULTING4+ years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $141,451 |
MILLER COOPER & CO LTD3 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $61,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $59,652 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,466 | $104,631-36.5% | $98,461-32.5% | $80,157-17.1% |
| Participation rate | 57.8% | 87.5%-29.7pp | 75.2%-17.4pp | 72.9%-15.1pp |
| Annual return | 16.78% | 34.72%-17.9pp | 21.17%-4.4pp | 40.39%-23.6pp |
| Employer contribution / active EE | $1,575 | $4,517-65.1% | $3,049-48.3% | $2,977-47.1% |
| Participant deferral / active EE | $2,735 | $6,545-58.2% | $4,738-42.3% | $5,015-45.5% |
| Admin fee / account holder | $217 | $105+107.0% | $8,961-97.6% | $145+49.7% |