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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 16233 ROCK COAST DR · WINTER GARDEN, FL 34787 | Pension Consulting | $18,712 |
Service code 13 · EIN 26-3465772 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $7,339 |
Filed as: EMPOWER ADVISORY GROUP Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,778 | $76,696-58.6% | $96,538-67.1% | $71,529-55.6% |
| Participation rate | 39.1% | 66.6%-27.4pp | 74.3%-35.2pp | 67.9%-28.8pp |
| Annual return | 18.46% | 48.32%-29.9pp | 35.74%-17.3pp | 28.97%-10.5pp |
| Employer contribution / active EE | $4,032 | $3,032+33.0% | $3,740+7.8% | $2,590+55.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $257 | $2,030-87.3% | $6,737-96.2% | $1,588-83.8% |