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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 | $129,851 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $63,426 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $0 |
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 | $66,038 | $40,278+64.0% | $80,648-18.1% | $80,169-17.6% |
| Participation rate | 91.2% | 47.5%+43.6pp | 67.0%+24.1pp | 72.9%+18.2pp |
| Annual return | 18.36% | 50.86%-32.5pp | 937.21%-918.9pp | 40.39%-22.0pp |
| Employer contribution / active EE | $4,714 | $1,332+253.8% | $2,724+73.1% | $2,978+58.3% |
| Participant deferral / active EE | $5,620 | $2,696+108.5% | $4,443+26.5% | $5,016+12.0% |
| Admin fee / account holder | $111 | $210-47.3% | $5,382-97.9% | $145-23.5% |