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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $10,272 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,630 |
Service code 13 158 N GLASSELL ST · ORANGE, CA 92866 | Contract Administrator | $4,735 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,730 | $37,196-33.5% | $154,111-84.0% | $55,725-55.6% |
| Participation rate | 35.9% | 64.1%-28.2pp | 83.0%-47.1pp | 70.9%-34.9pp |
| Annual return | -7.46% | 1319.68%-1327.1pp | 735.18%-742.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $2,597 | $1,614+60.9% | $5,298-51.0% | $2,078+25.0% |
| Participant deferral / active EE | $1,457 | $2,068-29.5% | $5,081-71.3% | $3,356-56.6% |
| Admin fee / account holder | $71 | $102-30.3% | $13,411-99.5% | $115-38.5% |