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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 | $69,610 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $7,953 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $34,611 | $89,282-61.2% | $94,672-63.4% | $74,473-53.5% |
| Participation rate | 91.4% | 82.4%+9.0pp | 80.8%+10.6pp | 70.7%+20.7pp |
| Annual return | 24.46% | 25.96%-1.5pp | 156.89%-132.4pp | 34.36%-9.9pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $14,641 | $8,425+73.8% | $7,417+97.4% | $4,530+223.2% |
| Admin fee / account holder | $162 | $219-25.8% | $7,222-97.8% | $347-53.2% |