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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 | $11,217 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,033 |
PENSION ASSURANCE LLP2 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $4,801 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,878 |
TRUOG-RYDING COMPANY, INC.5+ years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $2,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,809 | $59,834-53.5% | $79,576-65.1% | $68,495-59.4% |
| Participation rate | 47.4% | 61.1%-13.6pp | 69.5%-22.1pp | 67.9%-20.5pp |
| Annual return | -16.09% | -12.30%-3.8pp | 0.15%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,447 | $3,024-19.1% | $3,985-38.6% | $4,028-39.2% |
| Admin fee / account holder | $532 | $4,835-89.0% | $6,834-92.2% | $5,403-90.2% |