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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,931 |
ADVUS FINANCIAL PARTNERS LLC3 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $21,213 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,115 |
Filed as: HRA HOLDINGS LLC DBA HARBOR Service code 99 958 20TH PL 2 ND FL · VERO BEACH, FL 32960 | Other Fees | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,056 | $50,151-76.0% | $149,717-91.9% | $80,149-85.0% |
| Participation rate | 27.3% | 64.3%-37.0pp | 78.8%-51.4pp | 72.9%-45.6pp |
| Annual return | 18.94% | 29.80%-10.9pp | 134.41%-115.5pp | 40.39%-21.5pp |
| Employer contribution / active EE | $498 | $1,867-73.3% | $4,820-89.7% | $2,977-83.3% |
| Participant deferral / active EE | $843 | $3,194-73.6% | $5,682-85.2% | $5,015-83.2% |
| Admin fee / account holder | $113 | $153-26.2% | $13,213-99.1% | $145-22.3% |