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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $15,556 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,706 | $55,472-75.3% | $155,567-91.2% | $74,546-81.6% |
| Participation rate | 90.1% | 61.9%+28.2pp | 78.2%+11.9pp | 67.2%+22.8pp |
| Annual return | 12.46% | 268.72%-256.3pp | 64.74%-52.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,721 | $2,269-24.2% | $4,674-63.2% | $2,624-34.4% |
| Participant deferral / active EE | $653 | $2,838-77.0% | $5,628-88.4% | $4,347-85.0% |
| Admin fee / account holder | $52 | $1,743-97.0% | $15,916-99.7% | $1,944-97.3% |