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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.1 year Filed as: FORUSALL Service code 27 350 TOWNSEND ST STE 422A · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $8,744 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,102 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,344 | $86,692-69.6% | $119,634-78.0% | $66,949-60.7% |
| Participation rate | 90.9% | 75.6%+15.3pp | 79.3%+11.6pp | 69.8%+21.1pp |
| Annual return | -16.16% | -8.00%-8.2pp | -14.98%-1.2pp | 1.57%-17.7pp |
| Employer contribution / active EE | $910 | $2,536-64.1% | $4,232-78.5% | $2,545-64.2% |
| Participant deferral / active EE | $3,015 | $4,360-30.9% | $5,601-46.2% | $4,239-28.9% |
| Admin fee / account holder | $64 | $755-91.5% | $10,329-99.4% | $594-89.2% |