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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,534 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,346 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,266 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $12,731 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. DBA Service code 13 | Contract Administrator | $3,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,855 | $49,693-66.1% | $70,544-76.1% | $74,460-77.4% |
| Participation rate | 64.8% | 64.7%+0.2pp | 68.4%-3.5pp | 70.7%-5.9pp |
| Annual return | 13.28% | 21.22%-7.9pp | 32.79%-19.5pp | 34.38%-21.1pp |
| Employer contribution / active EE | $564 | $1,773-68.2% | $2,976-81.0% | $2,638-78.6% |
| Participant deferral / active EE | $1,624 | $3,376-51.9% | $4,568-64.4% | $4,530-64.1% |
| Admin fee / account holder | $120 | $316-62.0% | $6,427-98.1% | $348-65.5% |