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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 902455670 | Recordkeeping Fees | $49,760 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $23,098 |
VEGA PALAU LLC1 year Service code 10 PO BOX 363332 · SAN JUAN, PR 009363332 | Accounting | $10,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $470 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,853 | $100,923-78.3% | $150,045-85.4% | $74,304-70.6% |
| Participation rate | 95.7% | 70.1%+25.6pp | 82.3%+13.4pp | 60.3%+35.4pp |
| Annual return | 12.42% | 51.77%-39.3pp | 62.55%-50.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $2,143 | $3,463-38.1% | $4,693-54.3% | $2,241-4.4% |
| Participant deferral / active EE | $2,226 | $6,709-66.8% | $7,997-72.2% | $3,767-40.9% |
| Admin fee / account holder | $232 | $2,767-91.6% | $13,435-98.3% | $2,969-92.2% |