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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 | $17,409 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,215 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $8,356 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,204 | $51,207-76.2% | $70,565-82.7% | $71,529-82.9% |
| Participation rate | 96.9% | 59.4%+37.5pp | 68.4%+28.6pp | 67.9%+29.0pp |
| Annual return | 11.79% | 42.71%-30.9pp | 32.79%-21.0pp | 28.97%-17.2pp |
| Employer contribution / active EE | $503 | $1,795-72.0% | $2,976-83.1% | $2,590-80.6% |
| Participant deferral / active EE | $2,581 | $3,033-14.9% | $4,568-43.5% | $4,291-39.9% |
| Admin fee / account holder | $118 | $2,002-94.1% | $6,430-98.2% | $1,588-92.6% |