Filed October 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72,014 |
Service code 13 435 NEW KARNER ROAD · ALBANY, NY 12205 | Contract Administrator | $17,264 |
Filed as: TEAL BECKER & CHIARAMONTE CPA'S Service code 10 7 WASHINGTON SQUARE · ALBNAY, NY 12205 | Accounting | $13,200 |
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 | $107,948 | $91,406+18.1% | $130,062-17.0% | $74,473+44.9% |
| Participation rate | 55.0% | 77.8%-22.8pp | 78.5%-23.5pp | 70.7%-15.7pp |
| Annual return | 5.27% | 23.21%-17.9pp | -137.37%+142.6pp | 34.36%-29.1pp |
| Employer contribution / active EE | $1,175 | $2,565-54.2% | $4,322-72.8% | $2,638-55.5% |
| Participant deferral / active EE | $3,143 | $4,724-33.5% | $5,821-46.0% | $4,530-30.6% |
| Admin fee / account holder | $271 | $283-4.4% | $10,601-97.4% | $347-21.9% |