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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 55 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Other Commissions | $17,891 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,381 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,747 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,155 | $87,834+6.1% | $133,975-30.5% | $62,881+48.1% |
| Participation rate | 91.9% | 83.4%+8.5pp | 87.1%+4.8pp | 69.3%+22.6pp |
| Annual return | 4.97% | 12.05%-7.1pp | 29.29%-24.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,559 | $4,812+15.5% | $6,282-11.5% | $3,203+73.6% |
| Admin fee / account holder | $44 | $5,372-99.2% | $9,324-99.5% | $4,296-99.0% |