Filed March 28, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,076 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $7,642 |
Filed as: RELATION INSURANCE SERVICES OF CALI Service code 13 2300 CONTRA COSTA BLVD STE 525 · PLEASEANT HILL, CA 94523 | Contract Administrator | $6,810 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,701 | $50,902-71.1% | $155,534-90.5% | $77,736-81.1% |
| Participation rate | 59.4% | 63.1%-3.7pp | 78.2%-18.8pp | 70.6%-11.1pp |
| Annual return | 11.90% | 34.85%-22.9pp | 64.92%-53.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $318 | $1,991-84.0% | $4,675-93.2% | $2,728-88.4% |
| Participant deferral / active EE | $1,077 | $2,824-61.9% | $5,630-80.9% | $4,651-76.9% |
| Admin fee / account holder | $77 | $437-82.3% | $15,900-99.5% | $433-82.2% |