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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC6 years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Advisory (Plan) | $50,294 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,841 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,129 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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 | $33,733 | $102,661-67.1% | $151,645-77.8% | $66,949-49.6% |
| Participation rate | 92.8% | 85.5%+7.2pp | 87.5%+5.3pp | 69.8%+22.9pp |
| Annual return | -17.58% | -10.81%-6.8pp | 3.34%-20.9pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,302 | $4,184-68.9% | $6,165-78.9% | $2,545-48.8% |
| Participant deferral / active EE | $3,068 | $6,645-53.8% | $8,363-63.3% | $4,239-27.6% |
| Admin fee / account holder | $379 | $630-39.9% | $11,614-96.7% | $594-36.2% |