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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 | $122,128-20.9% | $147,117-34.3% | $200,096-51.7% |
| Participation rate | 96.7% | 78.2%+18.6pp | 82.2%+14.6pp | 72.0%+24.7pp |
| Annual return | 16.59% | 30.58%-14.0pp | 420.54%-404.0pp | 34.26%-17.7pp |
| Employer contribution / active EE | $4,165 | $4,093+1.8% | $4,932-15.6% | $3,038+37.1% |
| Participant deferral / active EE | $9,569 | $8,484+12.8% | $8,065+18.7% | $5,090+88.0% |
| Admin fee / account holder | $127 | $180-29.2% | $12,993-99.0% | $269-52.8% |