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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $251,298 |
PLAYCRAFT SYSTEMS LLC1 year Service code 99 123 N VALLEY DR · GRANTS PASS, OR 97526 | Other Fees | $11,286 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,833 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Participant 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.
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 | $42,957 | $104,544-58.9% | $96,534-55.5% | $80,157-46.4% |
| Participation rate | 96.6% | 86.4%+10.3pp | 76.0%+20.7pp | 72.9%+23.7pp |
| Annual return | 17.36% | 21.79%-4.4pp | 25.88%-8.5pp | 40.39%-23.0pp |
| Employer contribution / active EE | $1,799 | $3,527-49.0% | $2,965-39.3% | $2,977-39.6% |
| Participant deferral / active EE | $3,052 | $6,170-50.5% | $4,851-37.1% | $5,015-39.1% |
| Admin fee / account holder | $0 | $107-100.0% | $8,253-100.0% | $145-100.0% |