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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED1 year Filed as: FEDERATED SECURITIES INC Service code 55 680 PARK AVE · HUNTINGTON, NY 11743 | Other Commissions | $2,066 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $511 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,806 | $29,507-22.7% | $56,025-59.3% | $77,762-70.7% |
| Participation rate | 31.2% | 32.7%-1.6pp | 52.5%-21.4pp | 70.6%-39.4pp |
| Annual return | 9.03% | 18.90%-9.9pp | 1712.69%-1703.7pp | 31.27%-22.2pp |
| Employer contribution / active EE | $63 | $570-89.0% | $1,042-94.0% | $2,728-97.7% |
| Participant deferral / active EE | $1,107 | $1,062+4.2% | $1,955-43.4% | $4,651-76.2% |
| Admin fee / account holder | $129 | $1,041-87.6% | $2,828-95.4% | $433-70.1% |