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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 | $25,900 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $10,731 |
UHY LLP1 year Service code 13 12 GREENWAY PLAZA, SUITE 1202 · HOUSTON, TX 77046 | Contract Administrator | $9,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,430 | $46,332-62.4% | $143,797-87.9% | $64,824-73.1% |
| Participation rate | 40.3% | 64.2%-23.9pp | 80.3%-40.0pp | 71.5%-31.1pp |
| Annual return | -15.38% | -10.05%-5.3pp | -0.04%-15.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $813 | $1,911-57.4% | $4,952-83.6% | $2,507-67.6% |
| Participant deferral / active EE | $1,474 | $2,647-44.3% | $5,638-73.9% | $4,311-65.8% |
| Admin fee / account holder | $270 | $154+75.2% | $14,679-98.2% | $188+43.5% |