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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 | $35,221 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $13,367 |
Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $10,000 |
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 | $73,671 | $52,188+41.2% | $86,617-14.9% | $74,440-1.0% |
| Participation rate | 56.6% | 66.3%-9.7pp | 71.7%-15.1pp | 70.7%-14.1pp |
| Annual return | 18.13% | 44.46%-26.3pp | 591.91%-573.8pp | 34.37%-16.2pp |
| Employer contribution / active EE | $2,457 | $2,282+7.7% | $3,023-18.7% | $2,638-6.8% |
| Participant deferral / active EE | $1,712 | $3,383-49.4% | $4,437-61.4% | $4,529-62.2% |
| Admin fee / account holder | $193 | $319-39.6% | $5,613-96.6% | $348-44.6% |