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 | $51,878-19.1% | $68,368-38.6% | $79,634-47.3% |
| Participation rate | 36.1% | 53.7%-17.6pp | 73.8%-37.7pp | 62.5%-26.4pp |
| Annual return | 11.97% | 137.43%-125.5pp | 292.57%-280.6pp | 36.46%-24.5pp |
| Employer contribution / active EE | $835 | $1,931-56.7% | $2,649-68.5% | $2,529-67.0% |
| Participant deferral / active EE | $1,632 | $2,577-36.7% | $4,123-60.4% | $3,835-57.4% |
| Admin fee / account holder | $86 | $942-90.8% | $5,150-98.3% | $1,002-91.4% |