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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $23,192 |
Filed as: EMPOWER ANNTY INS. CO. OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | -3.19% | 7.83%-11.0pp | 8.34%-11.5pp | 13.05%-16.2pp |
| Employer contribution / active EE | $0 | $34,993-100.0% | $30,790-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |