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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $3,961 |
Filed as: EMPOWER ANUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,859 |
Service code 13 | Contract Administrator | $1,331 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: A & A EMPLOYEE BENEFITS Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,721 | $85,713-86.3% | $86,698-86.5% | - |
| Participation rate | 63.6% | 72.2%-8.5pp | 76.6%-13.0pp | - |
| Annual return | -12.77% | -20.12%+7.3pp | 35.95%-48.7pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,837-100.0% | - |
| Participant deferral / active EE | $318 | $3,318-90.4% | $4,656-93.2% | - |
| Admin fee / account holder | $89 | $28,935-99.7% | $7,493-98.8% | - |