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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $264,100 |
Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 155 N LAKE AVE STE 500 · PASADENA, CA 91101 | Advisory (Plan) | $82,996 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1432243 | Investment Management | $16,714 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,312 | $122,128-68.6% | $147,117-74.0% | $200,096-80.9% |
| Participation rate | 90.8% | 78.2%+12.6pp | 82.2%+8.6pp | 72.0%+18.7pp |
| Annual return | 18.58% | 30.58%-12.0pp | 420.54%-402.0pp | 34.26%-15.7pp |
| Employer contribution / active EE | $760 | $4,093-81.4% | $4,932-84.6% | $3,038-75.0% |
| Participant deferral / active EE | $4,996 | $8,484-41.1% | $8,065-38.1% | $5,090-1.8% |
| Admin fee / account holder | $72 | $180-59.7% | $12,993-99.4% | $269-73.1% |