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| Provider | Service type | Compensation |
|---|---|---|
VANTAGE FINANCIAL GROUP1 year Filed as: VANTAGE FINANCIAL GROUP, INC Service code 27 6200 ROCKSIDE RD #100 · CLEVELAND, OH 44131 | Advisory (Plan) | $27,616 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,464 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $4,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,072 | $65,435-15.8% | $86,677-36.5% | $66,914-17.7% |
| Participation rate | 65.5% | 75.5%-10.0pp | 76.6%-11.1pp | 69.8%-4.3pp |
| Annual return | -19.69% | -10.89%-8.8pp | 35.91%-55.6pp | 1.58%-21.3pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,701 | $4,100-34.1% | $4,656-42.0% | $4,237-36.2% |
| Admin fee / account holder | $268 | $642-58.3% | $7,493-96.4% | $593-54.9% |