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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,843 |
BURLEIGH CONSULTING GROUP4 years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR., STE 2 · MEMPHIS, TN 38117 | Contract Administrator | $4,099 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $825 |
JANNEY MONTGOMERY SCOTT LLC8+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,414 | $216,269-80.4% | $143,788-70.5% | - |
| Participation rate | 63.6% | 60.2%+3.4pp | 80.3%-16.7pp | - |
| Annual return | -14.33% | -15.44%+1.1pp | -0.03%-14.3pp | - |
| Employer contribution / active EE | $850 | $1,888-55.0% | $4,952-82.8% | - |
| Participant deferral / active EE | $2,663 | $2,498+6.6% | $5,638-52.8% | - |
| Admin fee / account holder | $112 | $36,574-99.7% | $14,675-99.2% | - |