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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,599 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,639 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2993 MOMENTUM PL · CHICAGO, IL 60689 | Contract Administrator | $23,400 |
NFP RETIREMENT INC1+ years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $18,750 |
Service code 99 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Other Fees | $126 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,078 | $99,168-65.6% | $96,576-64.7% | $74,440-54.2% |
| Participation rate | 96.0% | 80.7%+15.4pp | 76.0%+20.0pp | 70.7%+25.3pp |
| Annual return | 14.07% | 22.40%-8.3pp | 25.87%-11.8pp | 34.37%-20.3pp |
| Employer contribution / active EE | $1,134 | $2,570-55.9% | $2,965-61.8% | $2,638-57.0% |
| Participant deferral / active EE | $4,611 | $4,936-6.6% | $4,851-5.0% | $4,529+1.8% |
| Admin fee / account holder | $181 | $225-19.4% | $8,253-97.8% | $348-47.9% |