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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,361 |
PREMIER PLAN CONSULTANTS3+ years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121 | Contract Administrator | $2,670 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,016 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,355 | $61,756-96.2% | $70,098-96.6% | $77,906-97.0% |
| Participation rate | 65.0% | 79.9%-14.9pp | 70.5%-5.5pp | 73.7%-8.7pp |
| Annual return | -22.56% | -11.86%-10.7pp | 190.76%-213.3pp | 12.16%-34.7pp |
| Employer contribution / active EE | $0 | $2,706-100.0% | $2,560-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,097 | $3,977-72.4% | $3,849-71.5% | $4,805-77.2% |
| Admin fee / account holder | $27 | $101-73.5% | $6,266-99.6% | $133-79.8% |