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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,025 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,850 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-5645888 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $4,754 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,790 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Advisory (Plan) | $1,356 |
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 | $22,519 | $61,356-63.3% | $149,696-85.0% | $71,511-68.5% |
| Participation rate | 83.3% | 62.5%+20.8pp | 78.8%+4.6pp | 67.9%+15.4pp |
| Annual return | 15.48% | 35.86%-20.4pp | 134.46%-119.0pp | 28.86%-13.4pp |
| Employer contribution / active EE | $2,357 | $2,382-1.0% | $4,821-51.1% | $2,589-9.0% |
| Participant deferral / active EE | $2,570 | $2,920-12.0% | $5,682-54.8% | $4,291-40.1% |
| Admin fee / account holder | $201 | $1,263-84.1% | $13,212-98.5% | $1,588-87.3% |