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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 | $46,628 |
BAKER TILLY US, LLP9 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $19,539 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,234 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,340 | $59,402-15.3% | $93,654-46.2% | $74,546-32.5% |
| Participation rate | 88.7% | 59.7%+29.0pp | 68.7%+20.0pp | 67.2%+21.5pp |
| Annual return | 10.56% | 81.86%-71.3pp | 133.34%-122.8pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $1,502 | $1,265+18.8% | $2,421-37.9% | $2,624-42.8% |
| Participant deferral / active EE | $6,066 | $3,049+99.0% | $4,413+37.5% | $4,347+39.5% |
| Admin fee / account holder | $260 | $3,023-91.4% | $8,282-96.9% | $1,944-86.6% |