See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PASADENA PRIVATE WEALTH LLC7 years Service code 27 2 N LAKE AVE STE 520 · PASADENA, CA 91011 | Advisory (Plan) | $63,384 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,467 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 · EIN 82-3719843 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $17,100 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,155 | $82,972-28.7% | $103,374-42.8% | $77,671-23.8% |
| Participation rate | 94.7% | 71.5%+23.2pp | 74.5%+20.2pp | 70.6%+24.2pp |
| Annual return | 12.28% | 19.14%-6.9pp | 24.89%-12.6pp | 31.21%-18.9pp |
| Employer contribution / active EE | $2,399 | $3,554-32.5% | $3,869-38.0% | $2,726-12.0% |
| Participant deferral / active EE | $6,968 | $4,108+69.6% | $5,058+37.8% | $4,648+49.9% |
| Admin fee / account holder | $432 | $639-32.3% | $8,394-94.8% | $430+0.4% |