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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5350 POPLAR AVE STE 600 · MEMPHIS, TN 38119 | Advisory (Plan) | $12,484 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $388 |
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 | $21,135 | $76,407-72.3% | $150,298-85.9% | $82,448-74.4% |
| Participation rate | 88.4% | 66.4%+22.0pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 15.08% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,656 | $2,614-36.7% | $4,154-60.1% | $2,551-35.1% |
| Participant deferral / active EE | $1,734 | $3,214-46.1% | $5,453-68.2% | $4,139-58.1% |
| Admin fee / account holder | $226 | $6,352-96.4% | $14,116-98.4% | $7,234-96.9% |