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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,401 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,961 |
PPS PENSION & FINANCIAL SERVICES7+ years Service code 13 8660 SHERIDAN DR · WILLIAMSVILLE, NY 14221 | Contract Administrator | $12,824 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,921 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,497 | $110,483-60.6% | $145,433-70.1% | $79,634-45.4% |
| Participation rate | 66.0% | 71.1%-5.1pp | 82.1%-16.2pp | 62.5%+3.5pp |
| Annual return | 17.98% | 24.62%-6.6pp | 66.58%-48.6pp | 36.46%-18.5pp |
| Employer contribution / active EE | $700 | $4,053-82.7% | $4,554-84.6% | $2,529-72.3% |
| Participant deferral / active EE | $4,205 | $7,216-41.7% | $7,897-46.8% | $3,835+9.7% |
| Admin fee / account holder | $275 | $680-59.5% | $13,129-97.9% | $1,002-72.5% |