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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $164,786 |
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $53,599 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $12,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $47,784 | $104,631-54.3% | $98,461-51.5% | $80,157-40.4% |
| Participation rate | 84.6% | 87.5%-2.9pp | 75.2%+9.5pp | 72.9%+11.7pp |
| Annual return | 14.16% | 34.72%-20.6pp | 21.17%-7.0pp | 40.39%-26.2pp |
| Employer contribution / active EE | $681 | $4,517-84.9% | $3,049-77.7% | $2,977-77.1% |
| Participant deferral / active EE | $4,308 | $6,545-34.2% | $4,738-9.1% | $5,015-14.1% |
| Admin fee / account holder | $132 | $105+26.2% | $8,961-98.5% | $145-8.7% |