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| Provider | Service type | Compensation |
|---|---|---|
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $27,226 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,936 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $2,051 |
PINNACLE PENSION SERVICES3 years Service code 13 | Contract Administrator | $1,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,009 | $46,332-74.1% | $143,797-91.6% | $64,824-81.5% |
| Participation rate | 53.8% | 64.2%-10.5pp | 80.3%-26.5pp | 71.5%-17.7pp |
| Annual return | -15.88% | -10.05%-5.8pp | -0.04%-15.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $436 | $1,911-77.2% | $4,952-91.2% | $2,507-82.6% |
| Participant deferral / active EE | $1,161 | $2,647-56.1% | $5,638-79.4% | $4,311-73.1% |
| Admin fee / account holder | $113 | $154-26.5% | $14,679-99.2% | $188-39.8% |