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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,369 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,458 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $14,108 |
TORRES A2+ years Filed as: TORRES, HERNANDEZ & PUNTER CPA CSP Service code 10 PO BOX 4846 · CAROLINA, PR 009844846 | Accounting | $11,305 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,562 |
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.
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 | $10,722 | $39,859-73.1% | $78,676-86.4% | $57,658-81.4% |
| Participation rate | 87.1% | 66.1%+21.0pp | 73.6%+13.6pp | 70.2%+16.9pp |
| Annual return | 5.23% | 18.96%-13.7pp | 62.19%-57.0pp | 5.13%+0.1pp |
| Employer contribution / active EE | $79 | $1,786-95.6% | $2,850-97.2% | $1,974-96.0% |
| Participant deferral / active EE | $530 | $2,248-76.4% | $3,517-84.9% | $3,061-82.7% |
| Admin fee / account holder | $131 | $76+72.3% | $4,510-97.1% | $95+38.9% |