Filed October 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $24,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,564 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,542 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,352 | $122,063-44.0% | $184,256-62.9% | $74,478-8.2% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 17.54% | 19.92%-2.4pp | 28.85%-11.3pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,116 | $7,144+13.6% | $9,133-11.1% | $4,350+86.6% |
| Admin fee / account holder | $317 | $1,253-74.7% | $13,899-97.7% | $1,946-83.7% |