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| Provider | Service type | Compensation |
|---|---|---|
TRUENORTH, INC.2+ years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $9,568 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,614 | $76,551-80.9% | $123,894-88.2% | $62,881-76.8% |
| Participation rate | 29.6% | 73.0%-43.4pp | 81.4%-51.8pp | 69.3%-39.7pp |
| Annual return | 20.32% | 18.68%+1.6pp | 47.52%-27.2pp | 20.14%+0.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,813 | $4,840-41.9% | $5,984-53.0% | $3,203-12.2% |
| Admin fee / account holder | $16 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |