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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 | $23,561 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,477 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $16,514 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,033 | $58,859+47.9% | $129,397-32.7% | $77,714+12.0% |
| Participation rate | 66.1% | 59.3%+6.8pp | 69.6%-3.5pp | 70.6%-4.5pp |
| Annual return | 15.86% | 24.74%-8.9pp | 9453.98%-9438.1pp | 31.26%-15.4pp |
| Employer contribution / active EE | $3,057 | $1,952+56.6% | $4,154-26.4% | $2,727+12.1% |
| Participant deferral / active EE | $6,319 | $3,215+96.5% | $4,167+51.6% | $4,649+35.9% |
| Admin fee / account holder | $172 | $591-70.9% | $7,679-97.8% | $433-60.4% |