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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $14,899 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,488 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $491 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,813 | $48,261-15.4% | $68,612-40.5% | $55,725-26.8% |
| Participation rate | 46.9% | 71.0%-24.1pp | 72.2%-25.3pp | 70.9%-23.9pp |
| Annual return | 157.61% | -2.61%+160.2pp | -4.63%+162.2pp | 244.93%-87.3pp |
| Employer contribution / active EE | $287 | $1,742-83.5% | $2,625-89.1% | $2,078-86.2% |
| Participant deferral / active EE | $1,123 | $2,712-58.6% | $3,311-66.1% | $3,356-66.5% |
| Admin fee / account holder | $65 | $126-48.1% | $5,131-98.7% | $115-43.2% |