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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 | $24,457 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,177 |
TRISTAR PENSION LTD3+ years Filed as: TRISTAR PENSION, LTD Service code 13 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $10,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,150 | $46,325-80.2% | $143,788-93.6% | $64,814-85.9% |
| Participation rate | 59.6% | 64.2%-4.6pp | 80.3%-20.7pp | 71.5%-11.8pp |
| Annual return | -11.12% | -10.05%-1.1pp | -0.03%-11.1pp | 32.84%-44.0pp |
| Employer contribution / active EE | $1,138 | $1,911-40.5% | $4,952-77.0% | $2,507-54.6% |
| Participant deferral / active EE | $2,443 | $2,647-7.7% | $5,638-56.7% | $4,310-43.3% |
| Admin fee / account holder | $216 | $154+40.6% | $14,675-98.5% | $188+15.2% |