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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 | $152,333 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87,564 |
KNAV P.A.3 years Filed as: KNAV PA Service code 10 990 HAMMOND DR STE 850 · ATLANTA, GA 30328 | Accounting | $22,004 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN PENSION LLC Service code 13 186 SHERMAN AVE STE 2 · BERKELEY HEIGHTS, NJ 07922 | Contract Administrator | $450 |
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 | $10,810 | $37,418-71.1% | $77,096-86.0% | $77,906-86.1% |
| Participation rate | 69.0% | 46.9%+22.1pp | 67.9%+1.1pp | 73.7%-4.7pp |
| Annual return | -15.55% | -7.13%-8.4pp | 42.35%-57.9pp | 12.16%-27.7pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,814-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $4,069 | $2,572+58.2% | $4,429-8.1% | $4,805-15.3% |
| Admin fee / account holder | $51 | $126-59.5% | $5,428-99.1% | $133-61.5% |