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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,240 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,781 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,680 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,523 | $30,147-22.0% | $58,561-59.8% | $80,157-70.7% |
| Participation rate | 11.6% | 34.4%-22.8pp | 50.9%-39.3pp | 72.9%-61.3pp |
| Annual return | 17.17% | 21.97%-4.8pp | 4251.33%-4234.2pp | 40.39%-23.2pp |
| Employer contribution / active EE | $53 | $528-90.0% | $1,053-95.0% | $2,977-98.2% |
| Participant deferral / active EE | $401 | $1,249-67.9% | $1,923-79.2% | $5,015-92.0% |
| Admin fee / account holder | $161 | $195-17.3% | $2,520-93.6% | $145+11.1% |