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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,843 |
FAIRCOURT PARTNERS, LLC2 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 1 E WACKER DR · CHICAGO, IL 60601 | Advisory (Plan) | $14,437 |
PENTEGRA SERVICES, INC.4 years Service code 13 5350 SEVENTY SEVEN CENTER DR. · CHARLOTTE, NC 28217 | Contract Administrator | $7,139 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,238 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $5,891 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,945 | $82,978-85.6% | $130,231-90.8% | $74,460-84.0% |
| Participation rate | 75.6% | 73.7%+1.9pp | 76.3%-0.7pp | 70.7%+4.9pp |
| Annual return | 26.55% | 123.05%-96.5pp | 38.86%-12.3pp | 34.38%-7.8pp |
| Employer contribution / active EE | $1,311 | $3,391-61.3% | $4,126-68.2% | $2,638-50.3% |
| Participant deferral / active EE | $2,176 | $5,370-59.5% | $6,799-68.0% | $4,530-52.0% |
| Admin fee / account holder | $99 | $354-72.2% | $6,020-98.4% | $348-71.7% |