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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWERANNUITY ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,217 |
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $21,263 |
GALINDEZ LLC2 years Service code 99 PO BOX 364152 · SAN JUAN, PR 00936 | Other Fees | $10,400 |
CRS INC5 years Filed as: CRS CPA PSC Service code 13 PO BOX 195492 · SAN JUAN, PR 009195492 | Contract Administrator | $4,252 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $700 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,902-100.0% | $155,534-100.0% | $77,736-100.0% |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | 70.6%-70.6pp |
| Annual return | 9.35% | 34.85%-25.5pp | 64.92%-55.6pp | 31.26%-21.9pp |
| Employer contribution / active EE | $380 | $1,991-80.9% | $4,675-91.9% | $2,728-86.1% |
| Participant deferral / active EE | $835 | $2,824-70.4% | $5,630-85.2% | $4,651-82.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,900-100.0% | $433-100.0% |