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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 | $31,883 |
INDEPENDENT FINANCIAL GROUP LLC8+ years Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $18,625 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,718 |
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,078 | $65,453-73.9% | $86,698-80.3% | $66,938-74.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -10.86% | -10.89%0pp | 35.95%-46.8pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,524 | $2,154-29.2% | $2,837-46.3% | $2,545-40.1% |
| Participant deferral / active EE | $1,833 | $4,102-55.3% | $4,656-60.6% | $4,238-56.7% |
| Admin fee / account holder | $258 | $642-59.8% | $7,493-96.6% | $594-56.6% |