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| Provider | Service type | Compensation |
|---|---|---|
R-TECH CONSULTANTS, INC.2+ years Service code 13 21331 COSTANSO ST. · WOODLAND HILLS, CA 91364 | Contract Administrator | $25,317 |
ARROYO INSURANCE SERVICES INC2+ years Filed as: ARROYO INSURANCE SERVICES Service code 16 PO BOX 55248 · SHERMAN OAKS, CA 914130248 | Consulting | $5,256 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,609 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.
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 | $22,363 | $63,905-65.0% | $74,184-69.9% | $57,658-61.2% |
| Participation rate | 62.9% | 79.8%-16.8pp | 76.6%-13.7pp | 70.2%-7.3pp |
| Annual return | 8.69% | 60.60%-51.9pp | 17.74%-9.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,149 | $3,448-66.7% | $3,550-67.6% | $3,061-62.4% |
| Admin fee / account holder | $66 | $91-27.6% | $5,586-98.8% | $95-30.2% |