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| Provider | Service type | Compensation |
|---|---|---|
FARTHER FINANCE ADVISORS LLC3 years Service code 27 575 MARKET ST · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $22,148 |
PASI, LLC3 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $14,327 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $8,857 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,654 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,622 |
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 | $37,222 | $50,919-26.9% | $155,556-76.1% | $77,762-52.1% |
| Participation rate | 66.6% | 63.1%+3.5pp | 78.2%-11.6pp | 70.6%-4.0pp |
| Annual return | 10.46% | 34.84%-24.4pp | 64.84%-54.4pp | 31.27%-20.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,235 | $2,824-20.9% | $5,631-60.3% | $4,651-52.0% |
| Admin fee / account holder | $138 | $437-68.5% | $15,885-99.1% | $433-68.2% |