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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 | $213,917 |
VALENTINE CPA1+ years Filed as: VALENTINE INSURANCE SERVICES LLC Service code 27 825 VALLEYBROOK DR STE 101 · MEMPHIS, TN 38120 | Advisory (Plan) | $135,586 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $13,639 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,743 | $52,172-67.9% | $56,025-70.1% | $106,553-84.3% |
| Participation rate | 48.6% | 32.5%+16.1pp | 52.5%-3.9pp | 69.8%-21.2pp |
| Annual return | 0.00% | 17.21%-17.2pp | 1712.69%-1712.7pp | 17.37%-17.4pp |
| Employer contribution / active EE | $466 | $613-24.0% | $1,042-55.3% | $3,359-86.1% |
| Participant deferral / active EE | $1,481 | $1,424+4.0% | $1,955-24.2% | $5,562-73.4% |
| Admin fee / account holder | $59 | $90-35.1% | $2,828-97.9% | $80-26.3% |