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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 | $28,646 |
ONLINE TRANSPORT INC1 year Service code 99 6311 W STONER DR · GREENFIELD, IN 46140 | Other Fees | $15,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,058 | $55,458-44.0% | $76,030-59.2% | $77,762-60.1% |
| Participation rate | 29.5% | 63.6%-34.1pp | 69.1%-39.6pp | 70.6%-41.1pp |
| Annual return | 16.22% | 17.10%-0.9pp | 361.54%-345.3pp | 31.27%-15.0pp |
| Employer contribution / active EE | $417 | $1,792-76.7% | $2,688-84.5% | $2,728-84.7% |
| Participant deferral / active EE | $1,322 | $3,454-61.7% | $4,257-68.9% | $4,651-71.6% |
| Admin fee / account holder | $187 | $411-54.4% | $6,421-97.1% | $433-56.7% |