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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $813 |
Filed as: DYATECH Service code 15 · EIN 64-0936231 381 HIGHWAY COLONY PKWY · RIDGELAND, MS 39157 | Recordkeeping | $750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 55 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $30 |
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 | $20,617 | $53,344-61.4% | $121,204-83.0% | $74,460-72.3% |
| Participation rate | 49.2% | 60.0%-10.8pp | 69.5%-20.4pp | 70.7%-21.6pp |
| Annual return | 18.56% | 35.15%-16.6pp | 987.18%-968.6pp | 34.38%-15.8pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,170-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,636 | $3,220-49.2% | $4,083-59.9% | $4,530-63.9% |
| Admin fee / account holder | $0 | $382-100.0% | $5,651-100.0% | $348-100.0% |