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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $1,247 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,677 | $50,815-69.1% | $155,509-89.9% | $77,643-79.8% |
| Participation rate | 64.7% | 63.1%+1.6pp | 78.2%-13.5pp | 70.6%-5.8pp |
| Annual return | 10.47% | 34.80%-24.3pp | 64.67%-54.2pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,932 | $1,993-3.0% | $4,672-58.6% | $2,726-29.1% |
| Participant deferral / active EE | $892 | $2,822-68.4% | $5,626-84.2% | $4,647-80.8% |
| Admin fee / account holder | $7 | $437-98.5% | $15,912-100.0% | $430-98.5% |