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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,309 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $19,143 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,228 |
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 | $113,655 | $106,264+7.0% | $147,117-22.7% | $77,762+46.2% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 15.77% | 56.94%-41.2pp | 420.54%-404.8pp | 31.27%-15.5pp |
| Employer contribution / active EE | $3,650 | $4,074-10.4% | $4,932-26.0% | $2,728+33.8% |
| Participant deferral / active EE | $15,072 | $8,003+88.3% | $8,065+86.9% | $4,651+224.1% |
| Admin fee / account holder | $204 | $334-38.9% | $12,993-98.4% | $433-52.8% |