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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 | $19,217 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $115 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,060 | $102,385-55.0% | $147,080-68.7% | $80,935-43.1% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 11.99% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,335 | $6,651-4.8% | $8,066-21.5% | $4,299+47.3% |
| Admin fee / account holder | $158 | $7,951-98.0% | $12,989-98.8% | $6,924-97.7% |