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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $30,320 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 55 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $25,174 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $8,356 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,850 | $80,753-30.8% | $136,297-59.0% | $62,293-10.3% |
| Participation rate | 78.5% | 73.5%+5.0pp | 81.9%-3.4pp | 69.5%+9.0pp |
| Annual return | 14.18% | 35.83%-21.7pp | 5156.19%-5142.0pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,866 | $2,884-35.3% | $4,696-60.3% | $2,042-8.6% |
| Participant deferral / active EE | $2,655 | $5,164-48.6% | $6,247-57.5% | $3,169-16.2% |
| Admin fee / account holder | $180 | $525-65.7% | $9,244-98.0% | $479-62.4% |