Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65,893 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $23,799 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,126 |
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 | $28,215 | $50,151-43.7% | $149,696-81.2% | $80,157-64.8% |
| Participation rate | 31.5% | 64.3%-32.8pp | 78.8%-47.3pp | 72.9%-41.4pp |
| Annual return | 15.42% | 29.80%-14.4pp | 134.46%-119.0pp | 40.39%-25.0pp |
| Employer contribution / active EE | $528 | $1,867-71.7% | $4,821-89.0% | $2,977-82.3% |
| Participant deferral / active EE | $1,227 | $3,194-61.6% | $5,682-78.4% | $5,015-75.5% |
| Admin fee / account holder | $141 | $153-7.6% | $13,212-98.9% | $145-2.7% |