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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,800 |
DONELAN'S SUPERMARKET4+ years Service code 99 PO BOX 98 · LITTLETON, MA 01460 | Other Fees | $9,552 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 | Contract Administrator | $9,361 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,781 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,453 | $42,548+25.6% | $74,551-28.3% | $56,289-5.0% |
| Participation rate | 66.2% | 60.5%+5.8pp | 69.1%-2.9pp | 69.9%-3.6pp |
| Annual return | -4.74% | 12.40%-17.1pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $13 | $855-98.5% | $1,961-99.4% | $2,111-99.4% |
| Participant deferral / active EE | $1,906 | $2,277-16.3% | $3,108-38.7% | $3,350-43.1% |
| Admin fee / account holder | $296 | $467-36.6% | $5,059-94.1% | $521-43.1% |