Filed December 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NEWEDGE ADVISORS LLC2 years Filed as: NEW EDGE ADVISORS LLC Service code 27 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Advisory (Plan) | $14,280 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,873 |
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $6,898 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $2,495 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,074 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $817 |
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 | $20,727 | $45,343-54.3% | $150,298-86.2% | $67,986-69.5% |
| Participation rate | 23.8% | 51.9%-28.0pp | 77.8%-54.0pp | 57.2%-33.4pp |
| Annual return | 10.95% | 33.28%-22.3pp | 62.79%-51.8pp | 31.67%-20.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $662 | $2,055-67.8% | $5,453-87.9% | $3,358-80.3% |
| Admin fee / account holder | $194 | $2,250-91.4% | $14,116-98.6% | $3,203-93.9% |