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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,512 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS INC Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $6,411 |
Filed as: SCF INVESTMENT ADVISORS INC Service code 27 115 E SHAW AVE · FRESNO, CA 93710 | Advisory (Plan) | $4,268 |
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 | $4,769 | $71,526-93.3% | $98,450-95.2% | $71,495-93.3% |
| Participation rate | 75.5% | 72.7%+2.8pp | 75.2%+0.4pp | 67.9%+7.6pp |
| Annual return | 19.26% | 32.42%-13.2pp | 21.16%-1.9pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,055 | $2,400-56.0% | $3,049-65.4% | $2,589-59.2% |
| Participant deferral / active EE | $2,010 | $4,110-51.1% | $4,739-57.6% | $4,291-53.2% |
| Admin fee / account holder | $95 | $1,675-94.3% | $8,961-98.9% | $1,588-94.0% |