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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M GROUP INVESTMENT ADVISORS LLC Service code 22 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Insurance Broker | $18,506 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $12,349 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $11,301 |
Filed as: GREAT WEST LIFE INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,976 |
Filed as: GREAT WEST LIFE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $0 |
MGROUP3 years Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,405 | $65,367-74.9% | $92,915-82.3% | $72,976-77.5% |
| Participation rate | 86.5% | 68.3%+18.1pp | 76.0%+10.5pp | 69.5%+17.0pp |
| Annual return | 19.40% | 42.11%-22.7pp | 109.45%-90.0pp | 81.02%-61.6pp |
| Employer contribution / active EE | $5,341 | $2,594+105.9% | $3,653+46.2% | $2,440+118.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $243 | $4,251-94.3% | $5,796-95.8% | $5,124-95.2% |