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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 | $58,859-56.0% | $129,397-80.0% | $77,714-66.7% |
| Participation rate | 49.7% | 59.3%-9.7pp | 69.6%-20.0pp | 70.6%-20.9pp |
| Annual return | 13.10% | 24.74%-11.6pp | 9453.98%-9440.9pp | 31.26%-18.2pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,154-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,940 | $3,215-39.7% | $4,167-53.5% | $4,649-58.3% |
| Admin fee / account holder | $5 | $591-99.2% | $7,679-99.9% | $433-98.9% |