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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,496 |
Filed as: RETIREMENT FOR BUSINESS, LLC Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $8,959 |
Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,559 | $56,638-61.9% | $169,385-87.3% | $74,440-71.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 77.2%-77.2pp | 70.7%-70.7pp |
| Annual return | 22.85% | 24.75%-1.9pp | 405.82%-383.0pp | 34.37%-11.5pp |
| Employer contribution / active EE | $2,837 | $2,027+40.0% | $4,012-29.3% | $2,638+7.5% |
| Participant deferral / active EE | $7,412 | $4,223+75.5% | $6,221+19.1% | $4,529+63.7% |
| Admin fee / account holder | $123 | $307-59.9% | $9,011-98.6% | $348-64.6% |