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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 | $28,122 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $27,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,062 | $26,137+72.4% | $58,561-23.1% | $74,460-39.5% |
| Participation rate | 54.9% | 32.2%+22.7pp | 50.9%+4.0pp | 70.7%-15.9pp |
| Annual return | 14.13% | 32.53%-18.4pp | 4251.33%-4237.2pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,236 | $537+130.2% | $1,053+17.3% | $2,638-53.2% |
| Participant deferral / active EE | $1,624 | $1,076+51.0% | $1,923-15.5% | $4,530-64.1% |
| Admin fee / account holder | $251 | $648-61.3% | $2,520-90.1% | $348-28.0% |