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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 | $82,411-38.5% | $67,681-25.1% | $89,670-43.5% |
| Participation rate | 55.9% | 71.3%-15.4pp | 73.7%-17.8pp | 71.2%-15.2pp |
| Annual return | 14.47% | 13.69%+0.8pp | 590.58%-576.1pp | 19.66%-5.2pp |
| Employer contribution / active EE | $1,373 | $2,761-50.3% | $2,678-48.7% | $4,041-66.0% |
| Participant deferral / active EE | $3,079 | $3,090-0.3% | $3,976-22.5% | $3,962-22.3% |
| Admin fee / account holder | $128 | $139-8.3% | $6,100-97.9% | $352-63.8% |