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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 | $21,803 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,719 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $3,033 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,464 | $63,471-81.9% | $68,803-83.3% | $66,949-82.9% |
| Participation rate | 97.8% | 60.0%+37.8pp | 69.0%+28.7pp | 69.8%+27.9pp |
| Annual return | -12.56% | -8.29%-4.3pp | -6.37%-6.2pp | 1.57%-14.1pp |
| Employer contribution / active EE | $435 | $1,776-75.5% | $2,656-83.6% | $2,545-82.9% |
| Participant deferral / active EE | $2,219 | $2,946-24.7% | $3,942-43.7% | $4,239-47.7% |
| Admin fee / account holder | $125 | $578-78.4% | $4,936-97.5% | $594-79.0% |