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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $30,943 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,518 |
Filed as: EMPOWERADVISOR GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $548 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,710 | $79,169-20.8% | $100,415-37.5% | $74,478-15.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 10.29% | 20.51%-10.2pp | 49.47%-39.2pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,163 | $3,017-61.5% | $3,943-70.5% | $2,626-55.7% |
| Participant deferral / active EE | $3,024 | $7,751-61.0% | $8,091-62.6% | $4,350-30.5% |
| Admin fee / account holder | $6 | $1,337-99.6% | $7,906-99.9% | $1,946-99.7% |