Filed January 15, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AM. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,707 |
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL PENSION & PAYROLL Service code 13 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Contract Administrator | $25,814 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,090 |
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL PENSION & PAYROLL, LLC Service code 13 | Contract Administrator | $10,000 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,563 | $100,227+29.3% | $169,993-23.8% | $74,419+74.1% |
| Participation rate | 68.8% | 87.3%-18.5pp | 87.0%-18.2pp | 70.7%-1.9pp |
| Annual return | 43.65% | 66.08%-22.4pp | 53.37%-9.7pp | 34.38%+9.3pp |
| Employer contribution / active EE | $2,777 | $4,263-34.9% | $6,785-59.1% | $2,637+5.3% |
| Participant deferral / active EE | $7,993 | $7,143+11.9% | $10,408-23.2% | $4,528+76.5% |
| Admin fee / account holder | $168 | $234-28.2% | $12,815-98.7% | $348-51.6% |