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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $104,612 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,595 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,748 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,417 | $90,064+27.0% | $100,415+13.9% | $77,762+47.1% |
| Participation rate | 73.2% | 81.3%-8.0pp | 81.5%-8.3pp | 70.6%+2.7pp |
| Annual return | 14.37% | 20.61%-6.2pp | 49.47%-35.1pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,179 | $3,043-61.3% | $3,943-70.1% | $2,728-56.8% |
| Participant deferral / active EE | $2,846 | $8,282-65.6% | $8,091-64.8% | $4,651-38.8% |
| Admin fee / account holder | $0 | $172-100.0% | $7,906-100.0% | $433-100.0% |