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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 | $15,839 |
FOSTER & FOSTER1 year Filed as: FOSTER & WOOD INC DBA FOSTER & WOOD Service code 27 5 CENTERPOINTE DRIVE SUITE 400 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $7,598 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,278 |
Employer contribution per participant 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.
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 | $6,379 | $45,000-85.8% | $143,788-95.6% | $77,906-91.8% |
| Participation rate | 94.1% | 66.8%+27.3pp | 80.3%+13.8pp | 73.7%+20.4pp |
| Annual return | -11.86% | 29.03%-40.9pp | -0.03%-11.8pp | 12.16%-24.0pp |
| Employer contribution / active EE | $204 | $1,870-89.1% | $4,952-95.9% | $2,846-92.8% |
| Participant deferral / active EE | $1,478 | $3,157-53.2% | $5,638-73.8% | $4,805-69.2% |
| Admin fee / account holder | $36 | $98-63.3% | $14,675-99.8% | $133-72.8% |