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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 | $117,454 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
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 | $72,726 | $95,388-23.8% | $125,363-42.0% | $77,906-6.6% |
| Participation rate | 98.8% | 78.6%+20.2pp | 82.4%+16.4pp | 73.7%+25.1pp |
| Annual return | -14.64% | 116.19%-130.8pp | 572.15%-586.8pp | 12.16%-26.8pp |
| Employer contribution / active EE | $4,015 | $3,666+9.5% | $4,815-16.6% | $2,846+41.1% |
| Participant deferral / active EE | $10,658 | $7,711+38.2% | $7,447+43.1% | $4,805+121.8% |
| Admin fee / account holder | $120 | $119+0.9% | $10,005-98.8% | $133-9.6% |