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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 700 S MARIENFELD · MIDLAND, TX 79701 | Contract Administrator | $3,249 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,061 | $79,209-33.0% | $102,434-48.2% | $74,459-28.7% |
| Participation rate | 41.2% | 74.8%-33.5pp | 76.5%-35.3pp | 67.2%-26.0pp |
| Annual return | 9.77% | 54.98%-45.2pp | 29.46%-19.7pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $2,477 | $2,362+4.9% | $3,023-18.1% | $2,626-5.7% |
| Participant deferral / active EE | $2,794 | $4,417-36.7% | $5,055-44.7% | $4,350-35.8% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |