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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 | $47,151 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $17,754 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,321 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,169 | $69,823-51.1% | $76,902-55.6% | $74,473-54.1% |
| Participation rate | 71.0% | 70.0%+1.0pp | 69.6%+1.4pp | 70.7%+0.2pp |
| Annual return | 16.67% | 19.99%-3.3pp | 37.91%-21.2pp | 34.36%-17.7pp |
| Employer contribution / active EE | $1,342 | $2,148-37.5% | $2,534-47.0% | $2,638-49.1% |
| Participant deferral / active EE | $2,500 | $3,558-29.7% | $3,833-34.8% | $4,530-44.8% |
| Admin fee / account holder | $136 | $398-65.7% | $5,479-97.5% | $347-60.7% |