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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $2,475 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,106 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,497 | $69,231-76.2% | $91,994-82.1% | $67,579-75.6% |
| Participation rate | 50.2% | 78.9%-28.7pp | 78.6%-28.5pp | 71.3%-21.1pp |
| Annual return | 22.22% | 32.03%-9.8pp | 69.04%-46.8pp | 378.56%-356.3pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,453-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,579 | $5,854-55.9% | $5,924-56.5% | $3,539-27.1% |
| Admin fee / account holder | $23 | $107-79.1% | $7,744-99.7% | $142-84.2% |