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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 | $23,047 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $16,187 |
HOWARD LLP1 year Filed as: HOWARD Service code 27 196 ALPS RD · ATHENS, GA 306064085 | Advisory (Plan) | $14,676 |
US CARENET, INC.1 year Filed as: US CARENET INC Service code 10 699 BROAD ST STE 1003 · AUGUSTA, GA 30901 | Accounting | $10,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,690 | $55,446-33.8% | $155,574-76.4% | $74,429-50.7% |
| Participation rate | 32.0% | 61.9%-29.9pp | 78.2%-46.2pp | 67.2%-35.2pp |
| Annual return | 10.84% | 269.20%-258.4pp | 64.87%-54.0pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,786 | $2,836-37.0% | $5,629-68.3% | $4,348-58.9% |
| Admin fee / account holder | $156 | $1,743-91.1% | $15,914-99.0% | $1,944-92.0% |