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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 | $106,247+7.0% | $147,096-22.7% | $77,714+46.2% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 15.77% | 56.87%-41.1pp | 419.75%-404.0pp | 31.26%-15.5pp |
| Employer contribution / active EE | $3,650 | $4,069-10.3% | $4,936-26.1% | $2,727+33.8% |
| Participant deferral / active EE | $15,072 | $7,996+88.5% | $8,071+86.7% | $4,649+224.2% |
| Admin fee / account holder | $204 | $338-39.6% | $13,005-98.4% | $433-52.9% |