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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,032 |
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,060 |
PENSION ASSURANCE LLP6 years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $300 |
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.
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 | $126,481 | $48,327+161.7% | $67,575+87.2% | $80,935+56.3% |
| Participation rate | 51.4% | 66.4%-15.0pp | 72.9%-21.5pp | 67.7%-16.2pp |
| Annual return | 12.63% | 18.31%-5.7pp | 3528.98%-3516.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,205 | $2,927+77.8% | $4,003+30.0% | $4,299+21.1% |
| Admin fee / account holder | $259 | $3,692-93.0% | $3,993-93.5% | $6,924-96.3% |