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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 | $109,659-53.8% | $62,929-19.5% | $103,975-51.3% |
| Participation rate | 55.9% | 71.6%-15.6pp | 73.1%-17.2pp | 72.5%-16.6pp |
| Annual return | 14.47% | 15.88%-1.4pp | 1063.93%-1049.5pp | 19.41%-4.9pp |
| Employer contribution / active EE | $1,373 | $3,440-60.1% | $2,505-45.2% | $3,722-63.1% |
| Participant deferral / active EE | $3,079 | $4,009-23.2% | $3,888-20.8% | $5,343-42.4% |
| Admin fee / account holder | $128 | $130-2.3% | $5,065-97.5% | $332-61.6% |