Filed August 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,940 |
Service code 27 INC. DBA CAPITAL · SAN DIEGO, CA 92128 | Advisory (Plan) | $13,681 |
PENSION PROFESSIONALS, INC.3 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $5,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,314 | $56,443-71.1% | $83,830-80.5% | $55,725-70.7% |
| Participation rate | 43.6% | 72.0%-28.4pp | 76.1%-32.5pp | 70.9%-27.2pp |
| Annual return | 9.79% | 393.67%-383.9pp | 850.97%-841.2pp | 244.93%-235.1pp |
| Employer contribution / active EE | $838 | $2,682-68.8% | $3,631-76.9% | $2,078-59.7% |
| Participant deferral / active EE | $1,155 | $2,965-61.1% | $4,082-71.7% | $3,356-65.6% |
| Admin fee / account holder | $135 | $156-13.5% | $5,479-97.5% | $115+17.3% |