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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 | $20,241 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 430 W 7TH STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $17,849 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,238 |
Filed as: EMPOWER AVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,934 |
Employer 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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,799 | $101,653-88.4% | $147,080-92.0% | $74,459-84.2% |
| Participation rate | 78.3% | 75.6%+2.7pp | 82.2%-3.9pp | 67.2%+11.0pp |
| Annual return | 22.72% | 8754.98%-8732.3pp | 420.17%-397.4pp | 1369.70%-1347.0pp |
| Employer contribution / active EE | $87 | $3,813-97.7% | $4,933-98.2% | $2,626-96.7% |
| Participant deferral / active EE | $3,269 | $7,304-55.2% | $8,066-59.5% | $4,350-24.8% |
| Admin fee / account holder | $99 | $1,752-94.3% | $12,989-99.2% | $1,945-94.9% |