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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 13006 PHILADELPHIA ST STE 305 · WHITTIER, CA 90601 | Advisory (Plan) | $6,984 |
Filed as: DYATECH, LLC Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $560 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $438 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,902 | $71,142-72.0% | $119,609-83.4% | $64,808-69.3% |
| Participation rate | 42.9% | 78.6%-35.7pp | 79.3%-36.4pp | 71.5%-28.6pp |
| Annual return | -10.42% | -10.01%-0.4pp | -14.97%+4.6pp | 32.82%-43.2pp |
| Employer contribution / active EE | $880 | $2,497-64.8% | $4,232-79.2% | $2,506-64.9% |
| Participant deferral / active EE | $1,379 | $4,490-69.3% | $5,602-75.4% | $4,310-68.0% |
| Admin fee / account holder | $5 | $162-96.8% | $10,323-100.0% | $188-97.3% |