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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 | $38,943 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $33,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,851 |
Employer contribution per participant 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.
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 | $12,333 | $66,501-81.5% | $81,482-84.9% | $77,692-84.1% |
| Participation rate | 91.8% | 68.7%+23.1pp | 69.5%+22.3pp | 70.6%+21.2pp |
| Annual return | 11.68% | 15.93%-4.3pp | 24.79%-13.1pp | 31.25%-19.6pp |
| Employer contribution / active EE | $344 | $2,158-84.1% | $2,463-86.0% | $2,726-87.4% |
| Participant deferral / active EE | $1,457 | $3,678-60.4% | $3,885-62.5% | $4,648-68.7% |
| Admin fee / account holder | $84 | $583-85.5% | $5,761-98.5% | $431-80.4% |