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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,823 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $11,272 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,777 | $54,690-71.2% | $76,030-79.2% | $74,478-78.8% |
| Participation rate | 99.0% | 60.3%+38.7pp | 69.1%+30.0pp | 67.2%+31.8pp |
| Annual return | 9.47% | 31.92%-22.4pp | 361.54%-352.1pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $466 | $1,781-73.8% | $2,688-82.7% | $2,626-82.3% |
| Participant deferral / active EE | $2,872 | $3,070-6.5% | $4,257-32.5% | $4,350-34.0% |
| Admin fee / account holder | $174 | $2,240-92.2% | $6,421-97.3% | $1,946-91.0% |