Filed May 21, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,193 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $9,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,977 | $44,398-5.5% | $103,693-59.5% | $65,191-35.6% |
| Participation rate | 36.1% | 54.3%-18.2pp | 72.6%-36.6pp | 63.0%-26.9pp |
| Annual return | 11.97% | 325.62%-313.6pp | 47.61%-35.6pp | 51.24%-39.3pp |
| Employer contribution / active EE | $835 | $1,702-50.9% | $2,920-71.4% | $2,400-65.2% |
| Participant deferral / active EE | $1,632 | $1,797-9.2% | $4,579-64.4% | $2,671-38.9% |
| Admin fee / account holder | $86 | $856-89.9% | $7,858-98.9% | $907-90.5% |