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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $243,708 |
AB FUNDS3+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $118,284 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $82,981 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,933 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,998 | $110,258-64.6% | $102,460-61.9% | $200,096-80.5% |
| Participation rate | 64.6% | 86.3%-21.7pp | 76.5%-11.9pp | 72.0%-7.4pp |
| Annual return | 16.05% | 35.78%-19.7pp | 29.47%-13.4pp | 34.26%-18.2pp |
| Employer contribution / active EE | $545 | $3,605-84.9% | $3,025-82.0% | $3,038-82.1% |
| Participant deferral / active EE | $4,101 | $6,377-35.7% | $5,056-18.9% | $5,090-19.4% |
| Admin fee / account holder | $147 | $122+20.1% | $9,460-98.4% | $269-45.5% |