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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,906 |
FEDERATED2 years Filed as: FEDERATED SECURITIES INC Service code 55 680 PARK AVE · HUNTINGTON, NY 11743 | Other Commissions | $8,990 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,897 |
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.
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).
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 | $26,807 | $27,243-1.6% | $52,425-48.9% | $79,634-66.3% |
| Participation rate | 28.7% | 22.4%+6.3pp | 55.6%-26.9pp | 62.5%-33.7pp |
| Annual return | 13.06% | 63.36%-50.3pp | 302.12%-289.1pp | 36.46%-23.4pp |
| Employer contribution / active EE | $70 | $319-78.2% | $914-92.4% | $2,529-97.2% |
| Participant deferral / active EE | $1,178 | $636+85.4% | $1,790-34.2% | $3,835-69.3% |
| Admin fee / account holder | $180 | $2,105-91.4% | $2,495-92.8% | $1,002-82.0% |