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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 | $139,617 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
HEALTH CATALYST INC2 years Service code 99 DEPT CH 17917 · PALATINE, IL 600557917 | Other Fees | $9,110 |
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 | $96,639 | $122,219-20.9% | $147,096-34.3% | $199,921-51.7% |
| Participation rate | 96.7% | 78.3%+18.5pp | 82.2%+14.6pp | 72.0%+24.7pp |
| Annual return | 16.59% | 30.59%-14.0pp | 419.75%-403.2pp | 34.28%-17.7pp |
| Employer contribution / active EE | $4,165 | $4,096+1.7% | $4,936-15.6% | $3,035+37.2% |
| Participant deferral / active EE | $9,569 | $8,503+12.5% | $8,071+18.6% | $5,089+88.1% |
| Admin fee / account holder | $127 | $179-29.0% | $13,005-99.0% | $269-52.8% |