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| Provider | Service type | Compensation |
|---|---|---|
R-TECH CONSULTANTS, INC.3+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $6,124 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,151 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,014 | $58,726-64.2% | $92,240-77.2% | $62,293-66.3% |
| Participation rate | 43.8% | 68.3%-24.5pp | 76.5%-32.7pp | 69.5%-25.7pp |
| Annual return | 23.42% | 43.62%-20.2pp | 176.29%-152.9pp | 28.90%-5.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,757 | $2,766-36.5% | $3,897-54.9% | $3,169-44.6% |
| Admin fee / account holder | $18 | $556-96.8% | $5,194-99.7% | $479-96.3% |