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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,052 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,853 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,721 | $80,968+36.7% | $96,544+14.7% | $75,163+47.3% |
| Participation rate | 72.3% | 71.8%+0.6pp | 76.0%-3.6pp | 67.2%+5.1pp |
| Annual return | 11.83% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $944 | $2,282-58.6% | $2,965-68.2% | $2,670-64.6% |
| Participant deferral / active EE | $3,435 | $3,928-12.5% | $4,851-29.2% | $4,125-16.7% |
| Admin fee / account holder | -$11 | $6,724-100.2% | $8,252-100.1% | $5,651-100.2% |