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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $10,343 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,436 | $47,163-48.2% | $149,696-83.7% | $74,460-67.2% |
| Participation rate | 15.3% | 63.4%-48.1pp | 78.8%-63.5pp | 70.7%-55.4pp |
| Annual return | 19.09% | 22.75%-3.7pp | 134.46%-115.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,065 | $2,730-61.0% | $5,682-81.3% | $4,530-76.5% |
| Admin fee / account holder | $161 | $343-53.1% | $13,212-98.8% | $348-53.7% |