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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $174 |
TRIAD ADVISORS INC1 year Filed as: TRIAD INSURANCE AGENCY INC Service code 55 | Other Commissions | $154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,187 | $69,012+161.1% | $160,037+12.6% | $68,490+163.1% |
| Participation rate | 69.1% | 65.4%+3.7pp | 78.0%-8.8pp | 67.9%+1.2pp |
| Annual return | -11.40% | -9.65%-1.8pp | 408.95%-420.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,217 | $2,212-45.0% | $4,226-71.2% | $2,597-53.1% |
| Participant deferral / active EE | $7,438 | $4,212+76.6% | $6,184+20.3% | $4,028+84.7% |
| Admin fee / account holder | $13 | $4,798-99.7% | $8,716-99.8% | $5,403-99.8% |