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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 | $48,284+161.9% | $67,524+87.3% | $80,911+56.3% |
| Participation rate | 51.4% | 66.4%-15.0pp | 72.9%-21.5pp | 67.6%-16.2pp |
| Annual return | 12.63% | 18.27%-5.6pp | 3519.41%-3506.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,205 | $2,927+77.8% | $4,001+30.1% | $4,297+21.1% |
| Admin fee / account holder | $259 | $3,688-93.0% | $4,001-93.5% | $6,935-96.3% |