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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $190,845 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISOR LLC Service code 50 · EIN 36-4001764 | Direct Payment | $46,858 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,660 | $85,660-40.9% | $77,361-34.5% | $85,660-40.9% |
| Participation rate | 55.9% | 74.8%-18.9pp | 75.0%-19.0pp | 74.8%-18.9pp |
| Annual return | 14.47% | 19.52%-5.0pp | 1011.54%-997.1pp | 19.52%-5.0pp |
| Employer contribution / active EE | $1,373 | $4,199-67.3% | $2,990-54.1% | $4,199-67.3% |
| Participant deferral / active EE | $3,079 | $3,518-12.5% | $3,911-21.3% | $3,518-12.5% |
| Admin fee / account holder | $128 | $224-43.1% | $5,894-97.8% | $224-43.1% |