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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 | $14,752 |
Filed as: NATIONAL AUTOMOBILE DEALERS Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $2,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,610 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $358 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $224 |
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 | $13,283 | $59,456-77.7% | $93,669-85.8% | $74,429-82.2% |
| Participation rate | 77.3% | 59.6%+17.6pp | 68.7%+8.6pp | 67.2%+10.1pp |
| Annual return | 14.62% | 82.00%-67.4pp | 133.59%-119.0pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $650 | $1,266-48.6% | $2,424-73.2% | $2,625-75.2% |
| Participant deferral / active EE | $3,734 | $3,052+22.4% | $4,416-15.4% | $4,348-14.1% |
| Admin fee / account holder | $112 | $3,026-96.3% | $8,291-98.6% | $1,944-94.2% |