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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $29,591 |
Filed as: EMPOWERADVISOR GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,589 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $53,398 | $69,511-23.2% | $94,672-43.6% | $71,529-25.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 12.83% | 29.67%-16.8pp | 156.89%-144.1pp | 28.97%-16.1pp |
| Employer contribution / active EE | $1,521 | $2,853-46.7% | $3,673-58.6% | $2,590-41.3% |
| Participant deferral / active EE | $3,553 | $7,348-51.6% | $7,417-52.1% | $4,291-17.2% |
| Admin fee / account holder | $147 | $1,211-87.8% | $7,222-98.0% | $1,588-90.7% |