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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 | $35,480 |
MY GROUP LLC1 year Filed as: HM&M GROUP, LLC Service code 10 5005 LYNDON B JOHNSON FWY #1200 · DALLAS, TX 75244 | Accounting | $14,000 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,758 | $53,216-23.4% | $155,534-73.8% | $199,960-79.6% |
| Participation rate | 25.7% | 64.1%-38.4pp | 78.2%-52.6pp | 72.0%-46.3pp |
| Annual return | 13.10% | 41.18%-28.1pp | 64.92%-51.8pp | 34.28%-21.2pp |
| Employer contribution / active EE | $389 | $1,848-79.0% | $4,675-91.7% | $3,036-87.2% |
| Participant deferral / active EE | $1,275 | $3,164-59.7% | $5,630-77.3% | $5,087-74.9% |
| Admin fee / account holder | $200 | $186+7.5% | $15,900-98.7% | $269-25.9% |