Filed October 10, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,659 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $22,988 |
Filed as: INSTITUTE ON AGING Service code 13 3575 GEARY BLVD · SAN FRANCISCO, CA 94118 | Contract Administrator | $11,483 |
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 | $25,447 | $50,919-50.0% | $155,556-83.6% | $77,762-67.3% |
| Participation rate | 52.5% | 63.1%-10.5pp | 78.2%-25.7pp | 70.6%-18.0pp |
| Annual return | 18.94% | 34.84%-15.9pp | 64.84%-45.9pp | 31.27%-12.3pp |
| Employer contribution / active EE | $643 | $1,991-67.7% | $4,675-86.3% | $2,728-76.4% |
| Participant deferral / active EE | $2,385 | $2,824-15.6% | $5,631-57.6% | $4,651-48.7% |
| Admin fee / account holder | $152 | $437-65.2% | $15,885-99.0% | $433-64.9% |