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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,502 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $20,159 |
INTAC ACTUARIAL SERVICES8+ years Service code 13 50 TICE BLVD., · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $5,601 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $814 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,957 | $46,325-41.8% | $143,788-81.3% | $64,814-58.4% |
| Participation rate | 26.2% | 64.2%-38.1pp | 80.3%-54.2pp | 71.5%-45.3pp |
| Annual return | -9.37% | -10.05%+0.7pp | -0.03%-9.3pp | 32.84%-42.2pp |
| Employer contribution / active EE | $133 | $1,911-93.0% | $4,952-97.3% | $2,507-94.7% |
| Participant deferral / active EE | $1,014 | $2,647-61.7% | $5,638-82.0% | $4,310-76.5% |
| Admin fee / account holder | $227 | $154+47.7% | $14,675-98.5% | $188+21.0% |