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| Provider | Service type | Compensation |
|---|---|---|
BFBA, LLP3 years Service code 10 83 SCRIPPS DR STE 210 · SACRAMENTO, CA 95825 | Accounting | $18,591 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,979 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $8,000 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,030 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,360 | $42,548-70.9% | $74,551-83.4% | $56,289-78.0% |
| Participation rate | 40.2% | 60.5%-20.3pp | 69.1%-29.0pp | 69.9%-29.7pp |
| Annual return | -8.51% | 12.40%-20.9pp | 32.53%-41.0pp | -9.96%+1.5pp |
| Employer contribution / active EE | $373 | $855-56.4% | $1,961-81.0% | $2,111-82.4% |
| Participant deferral / active EE | $1,582 | $2,277-30.6% | $3,108-49.1% | $3,350-52.8% |
| Admin fee / account holder | $221 | $467-52.7% | $5,059-95.6% | $521-57.6% |