See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PASADENA PRIVATE WEALTH LLC8 years Service code 27 2 N LAKE AVE STE 520 · PASADENA, CA 91011 | Advisory (Plan) | $66,880 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,285 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 87-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $21,999 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,448 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,075 | $95,880-32.1% | $107,525-39.5% | $85,563-23.9% |
| Participation rate | 98.3% | 70.1%+28.2pp | 75.1%+23.2pp | 66.0%+32.3pp |
| Annual return | 17.97% | 68.06%-50.1pp | 181.32%-163.4pp | 31.51%-13.5pp |
| Employer contribution / active EE | $2,353 | $3,812-38.3% | $3,754-37.3% | $2,654-11.3% |
| Participant deferral / active EE | $7,138 | $4,201+69.9% | $5,116+39.5% | $4,375+63.1% |
| Admin fee / account holder | $271 | $1,025-73.6% | $8,919-97.0% | $834-67.5% |