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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,415 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $11,419 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,400 |
ERISA SMART1 year Service code 99 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Other Fees | $3,262 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $509 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,991 | $54,213-88.9% | $93,696-93.6% | $77,736-92.3% |
| Participation rate | 83.2% | 64.0%+19.2pp | 68.7%+14.5pp | 70.6%+12.6pp |
| Annual return | 13.18% | 30.55%-17.4pp | 133.74%-120.6pp | 31.26%-18.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,851 | $3,145-41.1% | $4,417-58.1% | $4,651-60.2% |
| Admin fee / account holder | $68 | $575-88.2% | $8,287-99.2% | $433-84.3% |