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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5350 POPLAR AVE STE 600 · MEMPHIS, TN 38119 | Advisory (Plan) | $9,985 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,581 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $282 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,124 | $55,470-70.9% | $155,556-89.6% | $74,478-78.4% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 14.39% | 269.80%-255.4pp | 64.84%-50.4pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $1,504 | $2,267-33.6% | $4,675-67.8% | $2,626-42.7% |
| Participant deferral / active EE | $1,542 | $2,838-45.7% | $5,631-72.6% | $4,350-64.6% |
| Admin fee / account holder | $164 | $1,744-90.6% | $15,885-99.0% | $1,946-91.5% |