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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 | $17,059 |
NEWFRONT RETIREMENT SERVICES INC2+ years Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $13,707 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,074 |
Employer contribution per participant 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 | $44,794 | $101,672-55.9% | $147,117-69.6% | $74,478-39.9% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 40.49% | 8757.83%-8717.3pp | 420.54%-380.1pp | 1370.56%-1330.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $14,218 | $7,305+94.6% | $8,065+76.3% | $4,350+226.8% |
| Admin fee / account holder | $181 | $1,753-89.6% | $12,993-98.6% | $1,946-90.7% |