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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 | $45,214 |
MONTEREY WEALTH PARTNERS LLC DBA MO1 year Service code 27 200 ASHFORD CENTER N · ATLANTA, GA 30338 | Advisory (Plan) | $9,372 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,105 |
LINSCO/PRIVATE LEDGER CORP5+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $7,830 |
ASCENSUS LLC5+ years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W. BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,072 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $174,379-100.0% | $152,093-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | -114.63% | 74.86%-189.5pp | 66.36%-181.0pp | 145.39%-260.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |