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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,868 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $19,304 |
WRIGHT FORD YOUNG & CO3 years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $18,250 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,818 | $62,686-63.6% | $178,540-87.2% | $77,736-70.6% |
| Participation rate | 59.2% | 66.9%-7.7pp | 77.1%-17.9pp | 70.6%-11.4pp |
| Annual return | 11.04% | 16.16%-5.1pp | 27.15%-16.1pp | 31.26%-20.2pp |
| Employer contribution / active EE | $245 | $1,914-87.2% | $3,953-93.8% | $2,728-91.0% |
| Participant deferral / active EE | $851 | $4,224-79.9% | $6,281-86.5% | $4,651-81.7% |
| Admin fee / account holder | $177 | $386-54.2% | $10,424-98.3% | $433-59.2% |