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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,670 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $1,240 |
Annual investment return 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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,585 | $88,186-64.2% | $165,071-80.9% | $74,459-57.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 9.95% | 17.13%-7.2pp | 70.17%-60.2pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $2,951 | $2,600+13.5% | $4,347-32.1% | $2,626+12.4% |
| Participant deferral / active EE | $6,790 | $4,505+50.7% | $6,035+12.5% | $4,350+56.1% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |