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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 | $131,068 |
AMERICAN FUNDS3 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,694 | $53,216-70.5% | $155,534-89.9% | $199,960-92.2% |
| Participation rate | 40.8% | 64.1%-23.3pp | 78.2%-37.4pp | 72.0%-31.2pp |
| Annual return | 17.80% | 41.18%-23.4pp | 64.92%-47.1pp | 34.28%-16.5pp |
| Employer contribution / active EE | $499 | $1,848-73.0% | $4,675-89.3% | $3,036-83.6% |
| Participant deferral / active EE | $1,834 | $3,164-42.0% | $5,630-67.4% | $5,087-63.9% |
| Admin fee / account holder | $124 | $186-33.1% | $15,900-99.2% | $269-53.9% |