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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,204 |
FOSTER & FOSTER1 year Filed as: FOSTER & WOOD INC DBA FOSTER & WOOD Service code 27 5 CENTERPOINTE DRIVE SUITE 400 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $12,099 |
Filed as: JASON E UNDERWOOD CPA LLC Service code 10 PO BOX 4735 · CHATTANOOGA, TN 37405 | Accounting | $7,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,360 |
Annual investment return 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.
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 | $6,175 | $50,902-87.9% | $155,534-96.0% | $77,736-92.1% |
| Participation rate | 83.5% | 63.1%+20.4pp | 78.2%+5.3pp | 70.6%+13.0pp |
| Annual return | 9.75% | 34.85%-25.1pp | 64.92%-55.2pp | 31.26%-21.5pp |
| Employer contribution / active EE | $1,236 | $1,991-38.0% | $4,675-73.6% | $2,728-54.7% |
| Participant deferral / active EE | $1,391 | $2,824-50.8% | $5,630-75.3% | $4,651-70.1% |
| Admin fee / account holder | $140 | $437-67.9% | $15,900-99.1% | $433-67.6% |