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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYATECH LLC Service code 13 | Contract Administrator | $2,569 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,121 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHWAY COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $960 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,917 | $58,778-55.9% | $129,295-80.0% | $77,671-66.6% |
| Participation rate | 49.7% | 59.2%-9.6pp | 69.6%-20.0pp | 70.6%-20.9pp |
| Annual return | 13.10% | 24.73%-11.6pp | 9429.28%-9416.2pp | 31.21%-18.1pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,157-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,940 | $3,212-39.6% | $4,169-53.5% | $4,648-58.3% |
| Admin fee / account holder | $5 | $589-99.2% | $7,665-99.9% | $430-98.9% |