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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,368 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,012 |
Filed as: HUB INTERNATIONAL NEW ENGLAND Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $2,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,360 |
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.
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 | $29,502 | $84,482-65.1% | $125,363-76.5% | $66,930-55.9% |
| Participation rate | 59.3% | 76.4%-17.1pp | 82.4%-23.1pp | 69.8%-10.5pp |
| Annual return | -16.49% | -8.49%-8.0pp | 572.15%-588.6pp | 1.57%-18.1pp |
| Employer contribution / active EE | $2,065 | $3,553-41.9% | $4,815-57.1% | $2,545-18.9% |
| Participant deferral / active EE | $2,303 | $6,782-66.0% | $7,447-69.1% | $4,238-45.6% |
| Admin fee / account holder | $207 | $685-69.8% | $10,005-97.9% | $593-65.1% |