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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,153 |
MODERN WEALTH HOLDINGS LLC1+ years Filed as: MODERN CAPITAL SECURITIES INC Service code 27 7000 SIX FORKS RD · RALEIGH, NC 27615 | Advisory (Plan) | $2,089 |
Filed as: PENSION ADMINISTRATORS GROUP INC Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $1,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $79 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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).
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 | $3,772 | $101,672-96.3% | $147,117-97.4% | $74,478-94.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.90% | 8757.83%-8746.9pp | 420.54%-409.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $329 | $3,813-91.4% | $4,932-93.3% | $2,626-87.5% |
| Participant deferral / active EE | $1,774 | $7,305-75.7% | $8,065-78.0% | $4,350-59.2% |
| Admin fee / account holder | $74 | $1,753-95.8% | $12,993-99.4% | $1,946-96.2% |