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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 · EIN 93-1225432 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,631 |
Filed as: EMPOWER TRUST COMPANY LLC Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,633 |
Filed as: NATIONAL BENEFIT SERVICES INC Service code 13 · EIN 36-2998347 300 W ADAMS STE 415 · CHICAGO, IL 60606 | Contract Administrator | $770 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,447 | $27,632-33.2% | $61,452-70.0% | $68,486-73.1% |
| Participation rate | 24.0% | 39.5%-15.5pp | 52.6%-28.6pp | 67.9%-43.9pp |
| Annual return | -19.24% | -13.24%-6.0pp | 338.96%-358.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,925 | $1,264+52.3% | $2,125-9.4% | $4,028-52.2% |
| Admin fee / account holder | $204 | $2,010-89.9% | $2,131-90.4% | $5,404-96.2% |