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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,048 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $10,605 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,039 | $54,245-46.5% | $93,727-69.0% | $77,762-62.7% |
| Participation rate | 30.9% | 63.9%-33.0pp | 68.7%-37.8pp | 70.6%-39.6pp |
| Annual return | 9.83% | 30.58%-20.7pp | 133.83%-124.0pp | 31.27%-21.4pp |
| Employer contribution / active EE | $203 | $1,168-82.6% | $2,421-91.6% | $2,728-92.5% |
| Participant deferral / active EE | $760 | $3,144-75.8% | $4,417-82.8% | $4,651-83.7% |
| Admin fee / account holder | $214 | $575-62.7% | $8,292-97.4% | $433-50.5% |