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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,170 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 106043805 | Contract Administrator | $5,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,042 | $42,909-30.0% | $152,093-80.2% | $71,012-57.7% |
| Participation rate | 13.2% | 54.7%-41.4pp | 77.8%-64.5pp | 58.6%-45.3pp |
| Annual return | 16.81% | 30.57%-13.8pp | 66.36%-49.5pp | 37.67%-20.9pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $720 | $1,904-62.2% | $5,451-86.8% | $3,246-77.8% |
| Admin fee / account holder | $85 | $1,014-91.6% | $14,497-99.4% | $1,167-92.7% |