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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $739 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $200 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENTRESEARCH INC Service code 55 | Other Commissions | $154 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $104 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $86 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $19 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 NO1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,489 | $26,549-75.6% | $61,399-89.4% | $66,930-90.3% |
| Participation rate | 8.4% | 38.1%-29.7pp | 52.6%-44.2pp | 69.8%-61.4pp |
| Annual return | -26.40% | -16.21%-10.2pp | 338.81%-365.2pp | 1.57%-28.0pp |
| Employer contribution / active EE | $80 | $651-87.7% | $1,159-93.1% | $2,545-96.8% |
| Participant deferral / active EE | $348 | $1,338-74.0% | $2,124-83.6% | $4,238-91.8% |
| Admin fee / account holder | $48 | $409-88.3% | $2,131-97.8% | $593-92.0% |