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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 | $7,454 |
THE FINWAY GROUP1 year Service code 13 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Contract Administrator | $5,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,573 | $80,983-70.9% | $96,544-75.6% | $75,177-68.6% |
| Participation rate | 91.0% | 71.8%+19.2pp | 76.0%+15.0pp | 67.2%+23.8pp |
| Annual return | 21.90% | 27.05%-5.2pp | 25.88%-4.0pp | 160.75%-138.9pp |
| Employer contribution / active EE | $1,591 | $2,282-30.3% | $2,966-46.4% | $2,671-40.4% |
| Participant deferral / active EE | $4,297 | $3,929+9.4% | $4,851-11.4% | $4,126+4.1% |
| Admin fee / account holder | $106 | $6,717-98.4% | $8,254-98.7% | $5,651-98.1% |