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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $17,327 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,224 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $4,572 |
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.
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 | $32,355 | $55,932-42.2% | $76,735-57.8% | $67,986-52.4% |
| Participation rate | 34.6% | 50.8%-16.2pp | 69.5%-34.9pp | 57.2%-22.6pp |
| Annual return | 13.07% | 23.10%-10.0pp | 29.77%-16.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,018 | $2,558-60.2% | $4,088-75.1% | $3,358-69.7% |
| Admin fee / account holder | $183 | $4,907-96.3% | $7,189-97.4% | $3,203-94.3% |