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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 | $15,943 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,840 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $627 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,522 | $78,976-65.2% | $100,383-72.6% | $74,546-63.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 20.27% | 20.62%-0.3pp | 49.26%-29.0pp | 1366.03%-1345.8pp |
| Employer contribution / active EE | $2,870 | $3,019-4.9% | $3,944-27.2% | $2,624+9.3% |
| Participant deferral / active EE | $4,641 | $7,758-40.2% | $8,086-42.6% | $4,347+6.8% |
| Admin fee / account holder | $204 | $1,330-84.6% | $7,900-97.4% | $1,944-89.5% |