Filed December 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,079 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $6,818 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,055 | $46,332-69.7% | $143,799-90.2% | $64,819-78.3% |
| Participation rate | 89.4% | 64.2%+25.2pp | 80.3%+9.1pp | 71.5%+17.9pp |
| Annual return | -13.91% | -10.05%-3.9pp | -0.04%-13.9pp | 32.84%-46.8pp |
| Employer contribution / active EE | $6 | $1,911-99.7% | $4,952-99.9% | $2,507-99.8% |
| Participant deferral / active EE | $1,892 | $2,647-28.5% | $5,638-66.4% | $4,311-56.1% |
| Admin fee / account holder | $63 | $154-59.3% | $14,677-99.6% | $188-66.6% |