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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 | $83,436-39.3% | $66,439-23.8% | $83,436-39.3% |
| Participation rate | 55.9% | 73.2%-17.2pp | 74.5%-18.6pp | 73.2%-17.2pp |
| Annual return | 14.47% | 19.34%-4.9pp | 757.66%-743.2pp | 19.34%-4.9pp |
| Employer contribution / active EE | $1,373 | $4,072-66.3% | $2,637-47.9% | $4,072-66.3% |
| Participant deferral / active EE | $3,079 | $3,411-9.7% | $3,876-20.6% | $3,411-9.7% |
| Admin fee / account holder | $128 | $265-51.9% | $6,173-97.9% | $265-51.9% |