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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER INSURANCE COMPANY OFAMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,895 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD. NE SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $18,296 |
Filed as: SCF INVESTMENT ADVISORS INC Service code 27 155 E SHAW AVE STE 102 · FRESNO, CA 93710 | Advisory (Plan) | $7,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,558 | $78,562-90.4% | $105,608-92.8% | $74,429-89.8% |
| Participation rate | 79.9% | 72.8%+7.1pp | 75.3%+4.6pp | 67.2%+12.7pp |
| Annual return | 15.48% | 15.94%-0.5pp | 116.50%-101.0pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $910 | $2,521-63.9% | $3,167-71.3% | $2,625-65.3% |
| Participant deferral / active EE | $2,592 | $4,321-40.0% | $5,010-48.3% | $4,348-40.4% |
| Admin fee / account holder | $213 | $2,217-90.4% | $11,028-98.1% | $1,944-89.0% |