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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 | $57,752 |
Filed as: WALTER BOESKY & ASSOCIATES PC Service code 10 17320 12 MILD RD STE 200 · SOUTHFIELD, MI 480762105 | Accounting | $14,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,916 |
Service code 99 3247 S MARYLAND PARKWAY · LAS VEGAS, NV 89109 | Other Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,569 | $45,000-81.0% | $143,799-94.0% | $77,906-89.0% |
| Participation rate | 55.9% | 66.8%-10.9pp | 80.3%-24.4pp | 73.7%-17.8pp |
| Annual return | -14.51% | 29.03%-43.5pp | -0.04%-14.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $4 | $1,870-99.8% | $4,952-99.9% | $2,846-99.9% |
| Participant deferral / active EE | $1,785 | $3,157-43.4% | $5,638-68.3% | $4,805-62.8% |
| Admin fee / account holder | $16 | $98-83.6% | $14,677-99.9% | $133-87.8% |