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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,394 |
QUINONES ARCHILLA5 years Service code 27 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Advisory (Plan) | $17,188 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $4,297 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $4,180 |
ORIENTAL PENSION CONSULTANTS2 years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $1,450 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,685 | $91,710-69.8% | $67,560-59.0% | $77,762-64.4% |
| Participation rate | 37.2% | 76.0%-38.8pp | 72.9%-35.8pp | 70.6%-33.4pp |
| Annual return | 11.56% | 14.88%-3.3pp | 3533.50%-3521.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,326 | $3,187-58.4% | $2,737-51.6% | $2,728-51.4% |
| Participant deferral / active EE | $935 | $3,911-76.1% | $4,004-76.6% | $4,651-79.9% |
| Admin fee / account holder | $129 | $245-47.4% | $3,994-96.8% | $433-70.3% |