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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,089 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVE · NEW YORK, NY 10178 | Contract Administrator | $17,589 |
Filed as: ALLIANT INSURANCE SERVICES INC. DBA Service code 13 | Contract Administrator | $2,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,478 | $65,960-73.5% | $81,882-78.7% | $77,762-77.5% |
| Participation rate | 40.8% | 65.8%-24.9pp | 72.4%-31.6pp | 70.6%-29.8pp |
| Annual return | 20.48% | 26.64%-6.2pp | 779.47%-759.0pp | 31.27%-10.8pp |
| Employer contribution / active EE | $755 | $2,375-68.2% | $2,916-74.1% | $2,728-72.3% |
| Participant deferral / active EE | $2,285 | $3,505-34.8% | $4,323-47.1% | $4,651-50.9% |
| Admin fee / account holder | $162 | $526-69.3% | $7,360-97.8% | $433-62.7% |