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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 | $8,281 |
Service code 22 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Insurance Broker | $1,224 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $372 |
PENSION PLUS INC1 year Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $120 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $88 |
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 | $3,260 | $59,105-94.5% | $160,009-98.0% | $66,938-95.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -43.06% | -12.26%-30.8pp | 408.85%-451.9pp | 1.58%-44.6pp |
| Employer contribution / active EE | $921 | $1,983-53.5% | $4,225-78.2% | $2,545-63.8% |
| Participant deferral / active EE | $2,578 | $4,395-41.3% | $6,183-58.3% | $4,238-39.2% |
| Admin fee / account holder | $54 | $591-90.8% | $8,715-99.4% | $594-90.9% |