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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVE · NEW YORK, NY 10178 | Contract Administrator | $2,192 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $207 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,125 | $78,015-92.1% | $178,505-96.6% | $80,959-92.4% |
| Participation rate | 86.3% | 65.7%+20.6pp | 77.1%+9.1pp | 67.7%+18.6pp |
| Annual return | 17.54% | 18.10%-0.6pp | 27.16%-9.6pp | 35.67%-18.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,881 | $4,406-57.3% | $6,280-70.0% | $4,300-56.3% |
| Admin fee / account holder | $15 | $7,160-99.8% | $10,428-99.9% | $6,925-99.8% |