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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 2040 MAIN STREET, #900 · IRVINE, CA 92614 | Accounting | $20,486 |
Service code 13 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Contract Administrator | $13,760 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,074 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,093 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,873 | $89,093-69.8% | $102,434-73.8% | $77,736-65.4% |
| Participation rate | 29.3% | 80.9%-51.6pp | 76.5%-47.2pp | 70.6%-41.3pp |
| Annual return | 21.17% | 25.03%-3.9pp | 29.46%-8.3pp | 31.26%-10.1pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $697 | $5,147-86.5% | $5,055-86.2% | $4,651-85.0% |
| Admin fee / account holder | $119 | $236-49.6% | $9,462-98.7% | $433-72.5% |