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| Provider | Service type | Compensation |
|---|---|---|
CROSSPLANS3 years Service code 13 23041 AVENIDA DE LA CAROLOTA, SUITE · LAGUNA HILLS, CA 92653 | Contract Administrator | $6,357 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,582 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,934 | $76,107-62.0% | $96,576-70.0% | $71,495-59.5% |
| Participation rate | 43.1% | 74.4%-31.3pp | 76.0%-32.9pp | 67.9%-24.9pp |
| Annual return | 15.38% | 22.81%-7.4pp | 25.87%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $763 | $2,247-66.1% | $2,965-74.3% | $2,589-70.6% |
| Participant deferral / active EE | $1,467 | $4,218-65.2% | $4,851-69.8% | $4,291-65.8% |
| Admin fee / account holder | $53 | $2,708-98.0% | $8,253-99.4% | $1,588-96.7% |