See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1320 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Contract Administrator | $49,829 |
JENSEN FINANCIAL SERVICES INC2+ years Filed as: JENSEN FINANCIAL SERVICES, INC. Service code 27 P.O. BOX 1807 · SAN JOSE, CA 95109 | Advisory (Plan) | $20,864 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,600 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,105 | $63,905-56.0% | $74,183-62.1% | $57,658-51.3% |
| Participation rate | 66.5% | 79.8%-13.3pp | 76.6%-10.1pp | 70.2%-3.8pp |
| Annual return | 7.70% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $876 | $1,840-52.4% | $2,370-63.1% | $1,974-55.6% |
| Participant deferral / active EE | $3,293 | $3,448-4.5% | $3,550-7.2% | $3,061+7.6% |
| Admin fee / account holder | $158 | $91+73.1% | $5,586-97.2% | $95+66.8% |