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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 | $84,738 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $47,209 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,946 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $190,791 | $110,483+72.7% | $145,433+31.2% | $79,634+139.6% |
| Participation rate | 97.3% | 71.1%+26.2pp | 82.1%+15.2pp | 62.5%+34.8pp |
| Annual return | 10.48% | 24.62%-14.1pp | 66.58%-56.1pp | 36.46%-26.0pp |
| Employer contribution / active EE | $6,813 | $4,053+68.1% | $4,554+49.6% | $2,529+169.4% |
| Participant deferral / active EE | $14,653 | $7,216+103.1% | $7,897+85.5% | $3,835+282.1% |
| Admin fee / account holder | $227 | $680-66.7% | $13,129-98.3% | $1,002-77.4% |