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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,402 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,712 |
HAYS FINANCIAL GROUP1 year Service code 27 · EIN 41-1931920 | Advisory (Plan) | $6,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,192 | $76,669-82.8% | $96,520-86.3% | $71,495-81.5% |
| Participation rate | 68.4% | 66.6%+1.9pp | 74.3%-5.9pp | 67.9%+0.5pp |
| Annual return | 25.85% | 48.29%-22.4pp | 35.72%-9.9pp | 28.85%-3.0pp |
| Employer contribution / active EE | $770 | $3,031-74.6% | $3,739-79.4% | $2,589-70.3% |
| Participant deferral / active EE | $4,641 | $3,771+23.1% | $4,879-4.9% | $4,291+8.2% |
| Admin fee / account holder | $111 | $2,028-94.5% | $6,733-98.3% | $1,588-93.0% |