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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $18,605 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,700 |
Service code 27 1400 AMERICAN BLVD BLDG 4 · PENNINGTON PLACE, NJ 08534 | Advisory (Plan) | $2,709 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $364 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,003 | $47,126-85.1% | $149,673-95.3% | $74,419-90.6% |
| Participation rate | 14.1% | 63.4%-49.3pp | 78.8%-64.6pp | 70.7%-56.6pp |
| Annual return | 23.32% | 22.75%+0.6pp | 134.42%-111.1pp | 34.38%-11.1pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $507 | $2,728-81.4% | $5,680-91.1% | $4,528-88.8% |
| Admin fee / account holder | $270 | $343-21.2% | $13,210-98.0% | $348-22.4% |