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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 | $177,262 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $74,602 |
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 | $75,166 | $44,897+67.4% | $85,009-11.6% | $199,768-62.4% |
| Participation rate | 87.0% | 45.7%+41.3pp | 67.5%+19.5pp | 72.0%+15.0pp |
| Annual return | 17.09% | 20.96%-3.9pp | 66.47%-49.4pp | 34.26%-17.2pp |
| Employer contribution / active EE | $5,011 | $1,365+267.0% | $2,728+83.7% | $3,037+65.0% |
| Participant deferral / active EE | $5,647 | $2,668+111.7% | $4,522+24.9% | $5,090+11.0% |
| Admin fee / account holder | $130 | $584-77.7% | $6,153-97.9% | $269-51.5% |