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| Provider | Service type | Compensation |
|---|---|---|
STEFANOS VERTOPOULOS10+ years Service code 16 18616 SE 14TH CIRCLE · VANCOUVER, WA 98683 | Consulting | $11,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8151 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,299 | $79,209-85.7% | $102,434-89.0% | $74,459-84.8% |
| Participation rate | 74.8% | 74.8%0pp | 76.5%-1.7pp | 67.2%+7.6pp |
| Annual return | 5.82% | 54.98%-49.2pp | 29.46%-23.6pp | 1369.70%-1363.9pp |
| Employer contribution / active EE | $622 | $2,362-73.7% | $3,023-79.4% | $2,626-76.3% |
| Participant deferral / active EE | $1,088 | $4,417-75.4% | $5,055-78.5% | $4,350-75.0% |
| Admin fee / account holder | $22 | $2,002-98.9% | $9,462-99.8% | $1,945-98.9% |