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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,200 |
WBG ADVISORS LLC4+ years Service code 27 7 PHEASANT LANE · WESTPORT, CT 068801709 | Advisory (Plan) | $21,266 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,101 | $42,901-43.8% | $91,227-73.6% | $64,824-62.8% |
| Participation rate | 63.6% | 68.1%-4.5pp | 73.2%-9.6pp | 71.5%-7.9pp |
| Annual return | -10.07% | -13.53%+3.5pp | 114.14%-124.2pp | 32.84%-42.9pp |
| Employer contribution / active EE | $261 | $1,571-83.4% | $2,851-90.9% | $2,507-89.6% |
| Participant deferral / active EE | $4,492 | $3,501+28.3% | $4,234+6.1% | $4,311+4.2% |
| Admin fee / account holder | $217 | $131+65.4% | $5,423-96.0% | $188+15.4% |