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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 | $10,865 |
Service code 27 6768 SOUTH 1300 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $6,098 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $383 |
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,825 | $28,956-76.4% | $71,755-90.5% | $64,819-89.5% |
| Participation rate | 79.6% | 65.2%+14.5pp | 62.3%+17.3pp | 71.5%+8.2pp |
| Annual return | -3.05% | -7.39%+4.3pp | 9.09%-12.1pp | 32.84%-35.9pp |
| Employer contribution / active EE | $706 | $1,159-39.0% | $1,704-58.5% | $2,507-71.8% |
| Participant deferral / active EE | $1,028 | $2,686-61.7% | $2,656-61.3% | $4,311-76.1% |
| Admin fee / account holder | $57 | $124-54.5% | $3,972-98.6% | $188-69.8% |