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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $45,228 |
Filed as: EMPOWER ANNUTY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,292 |
BENEFIT CONSULTING GROUP OF PR INC10+ years Service code 13 · EIN 66-0553671 | Contract Administrator | $8,076 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,603 | $90,064-33.8% | $100,392-40.6% | $77,736-23.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 49.21% | 20.61%+28.6pp | 49.45%-0.2pp | 31.26%+17.9pp |
| Employer contribution / active EE | $154 | $3,043-94.9% | $3,941-96.1% | $2,728-94.4% |
| Participant deferral / active EE | $3,179 | $8,282-61.6% | $8,090-60.7% | $4,651-31.6% |
| Admin fee / account holder | $279 | $172+62.2% | $7,904-96.5% | $433-35.6% |