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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,673 |
Filed as: NY LIFE SECURITIES, LLC Service code 55 | Other Commissions | $5,153 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,939 |
FARMER & BETTS1 year Filed as: FARMER & BETTS, INC. Service code 13 · EIN 94-3322438 6010 20TH STREET E, SUITE 1 · FIFE, WA 98424 | Contract Administrator | $1,657 |
Filed as: NY LIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,419 | $65,125-65.6% | $143,797-84.4% | $66,949-66.5% |
| Participation rate | 42.9% | 65.2%-22.3pp | 80.3%-37.4pp | 69.8%-26.9pp |
| Annual return | 30.18% | -11.13%+41.3pp | -0.04%+30.2pp | 1.57%+28.6pp |
| Employer contribution / active EE | $684 | $2,362-71.0% | $4,952-86.2% | $2,545-73.1% |
| Participant deferral / active EE | $1,408 | $2,920-51.8% | $5,638-75.0% | $4,239-66.8% |
| Admin fee / account holder | $88 | $503-82.5% | $14,679-99.4% | $594-85.2% |