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| Provider | Service type | Compensation |
|---|---|---|
PREMIER PLAN CONSULTANTS1 year Service code 13 · EIN 82-0986372 6125 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $4,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,660 |
PREMIER PLAN CONSULTANTS4 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6125 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $1,125 |
TBS AGENCY INC6 years Service code 53 · EIN 52-1473914 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Insurance Commissions | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,539 | $50,458-77.1% | $160,037-92.8% | $64,824-82.2% |
| Participation rate | 61.3% | 68.0%-6.7pp | 78.0%-16.6pp | 71.5%-10.1pp |
| Annual return | -16.83% | -13.42%-3.4pp | 408.95%-425.8pp | 32.84%-49.7pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,612 | $4,004-59.7% | $6,184-73.9% | $4,311-62.6% |
| Admin fee / account holder | $20 | $706-97.1% | $8,716-99.8% | $188-89.3% |