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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,031 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $18,750 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2993 MOMENTUM PL · CHICAGO, IL 60689 | Contract Administrator | $14,652 |
Service code 99 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Other Fees | $2,083 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,715 | $72,303-60.3% | $86,698-66.9% | $64,824-55.7% |
| Participation rate | 97.6% | 80.4%+17.2pp | 76.6%+21.0pp | 71.5%+26.1pp |
| Annual return | -13.55% | 392.77%-406.3pp | 35.96%-49.5pp | 32.84%-46.4pp |
| Employer contribution / active EE | $1,110 | $2,393-53.6% | $2,837-60.9% | $2,507-55.7% |
| Participant deferral / active EE | $4,491 | $4,660-3.6% | $4,656-3.6% | $4,311+4.2% |
| Admin fee / account holder | $188 | $174+8.0% | $7,492-97.5% | $1880% |