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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $9,208 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,031 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $526 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
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 | $38,476 | $49,451-22.2% | $79,580-51.7% | $66,938-42.5% |
| Participation rate | 27.1% | 61.3%-34.2pp | 69.5%-42.4pp | 69.8%-42.7pp |
| Annual return | -13.81% | 84.25%-98.1pp | 0.15%-14.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $375 | $1,266-70.4% | $2,413-84.5% | $2,545-85.3% |
| Participant deferral / active EE | $663 | $3,159-79.0% | $3,985-83.4% | $4,238-84.4% |
| Admin fee / account holder | $216 | $595-63.6% | $6,835-96.8% | $594-63.5% |