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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $82,734 |
Filed as: EDWARD D JONES & CO LP Service code 99 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Other Fees | $36,991 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,544 | $84,784-1.5% | $98,450-15.1% | $74,440+12.2% |
| Participation rate | 62.8% | 81.5%-18.7pp | 75.2%-12.4pp | 70.7%-7.9pp |
| Annual return | 13.41% | 20.59%-7.2pp | 21.16%-7.8pp | 34.37%-21.0pp |
| Employer contribution / active EE | $3,072 | $3,364-8.7% | $3,049+0.8% | $2,638+16.5% |
| Participant deferral / active EE | $2,288 | $5,218-56.2% | $4,739-51.7% | $4,529-49.5% |
| Admin fee / account holder | $160 | $204-21.9% | $8,961-98.2% | $348-54.1% |