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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,962 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,061 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $222 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,203 | $75,183-70.5% | $123,894-82.1% | $55,167-59.8% |
| Participation rate | 65.6% | 72.8%-7.2pp | 81.4%-15.8pp | 69.0%-3.3pp |
| Annual return | 8.21% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,567 | $5,084-29.8% | $5,984-40.4% | $3,054+16.8% |
| Admin fee / account holder | $33 | $663-95.0% | $8,357-99.6% | $504-93.5% |