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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.
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 | $56,121-42.3% | $92,985-65.2% | $64,340-49.7% |
| Participation rate | 34.6% | 44.9%-10.4pp | 69.5%-34.9pp | 55.2%-20.7pp |
| Annual return | 13.07% | 19.19%-6.1pp | 27.99%-14.9pp | 24.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,018 | $2,362-56.9% | $4,377-76.8% | $2,980-65.9% |
| Admin fee / account holder | $183 | $6,869-97.3% | $9,463-98.1% | $3,703-95.0% |