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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,407 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $8,668 |
MAXUS PLAN SOLUTIONS1 year Filed as: MAXUS PLAN SOLUTIONS INC. Service code 13 | Contract Administrator | $8,140 |
MAXUS PLAN SOLUTIONS1 year Filed as: MAXUS PLAN SOLUTIONS INC Service code 13 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,798 | $61,356-35.1% | $149,696-73.4% | $71,511-44.3% |
| Participation rate | 65.2% | 62.5%+2.7pp | 78.8%-13.6pp | 67.9%-2.7pp |
| Annual return | 11.17% | 35.86%-24.7pp | 134.46%-123.3pp | 28.86%-17.7pp |
| Employer contribution / active EE | $2,737 | $2,382+14.9% | $4,821-43.2% | $2,589+5.7% |
| Participant deferral / active EE | $3,814 | $2,920+30.6% | $5,682-32.9% | $4,291-11.1% |
| Admin fee / account holder | $201 | $1,263-84.1% | $13,212-98.5% | $1,588-87.3% |