Filed October 24, 2023 (most recent of 3 filings on file)
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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 | $15,069 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $5,556 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,566 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,539 | $86,655-71.7% | $119,609-79.5% | $66,914-63.3% |
| Participation rate | 98.2% | 75.6%+22.6pp | 79.3%+18.9pp | 69.8%+28.4pp |
| Annual return | -0.48% | -8.00%+7.5pp | -14.97%+14.5pp | 1.58%-2.1pp |
| Employer contribution / active EE | $2,331 | $2,536-8.1% | $4,232-44.9% | $2,544-8.4% |
| Participant deferral / active EE | $3,451 | $4,358-20.8% | $5,602-38.4% | $4,237-18.5% |
| Admin fee / account holder | $159 | $755-78.9% | $10,323-98.5% | $593-73.2% |