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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $5,140 |
Filed as: ADIRONDACK TRADING GROUP LLC Service code 55 2123 MAIN ST · NEW WOODSTOCK, NY 13122 | Other Commissions | $3,191 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,024 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $551 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,703 | $23,385-62.8% | $69,182-87.4% | $57,658-84.9% |
| Participation rate | 25.1% | 37.9%-12.8pp | 55.1%-30.0pp | 70.2%-45.1pp |
| Annual return | 9.37% | -659.34%+668.7pp | -21.93%+31.3pp | 5.13%+4.2pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $418 | $843-50.4% | $1,897-78.0% | $3,061-86.3% |
| Admin fee / account holder | $8 | $82-89.7% | $2,697-99.7% | $95-91.0% |