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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 | $27,495 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,555 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,852 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,434 | $82,163-83.6% | $125,381-89.3% | $64,819-79.3% |
| Participation rate | 92.4% | 77.9%+14.5pp | 82.4%+10.0pp | 71.5%+20.9pp |
| Annual return | 7.80% | 3.49%+4.3pp | 572.31%-564.5pp | 32.84%-25.0pp |
| Employer contribution / active EE | $1,550 | $3,616-57.1% | $4,815-67.8% | $2,507-38.2% |
| Participant deferral / active EE | $5,661 | $7,175-21.1% | $7,448-24.0% | $4,311+31.3% |
| Admin fee / account holder | $86 | $163-47.4% | $10,007-99.1% | $188-54.3% |