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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3835 E THOUSAND OAKS BLVD · WESTLAKE VILLAGE, CA 91362 | Advisory (Plan) | $39,155 |
PENSION ASSURANCE LLP1 year Service code 13 20335 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $15,750 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,891 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSOC Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $3,502 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 99 4208 SIX FORKS RD · RALEIGH, NC 27609 | Other Fees | $584 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $238 |
Employer 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,433 | $89,465-90.6% | $165,071-94.9% | $77,736-89.2% |
| Participation rate | 85.3% | 78.6%+6.7pp | 78.6%+6.7pp | 70.6%+14.8pp |
| Annual return | 21.72% | 28.86%-7.1pp | 70.17%-48.4pp | 31.26%-9.5pp |
| Employer contribution / active EE | $73 | $2,565-97.2% | $4,347-98.3% | $2,728-97.3% |
| Participant deferral / active EE | $3,212 | $4,904-34.5% | $6,035-46.8% | $4,651-30.9% |
| Admin fee / account holder | $143 | $340-57.8% | $12,695-98.9% | $433-66.9% |