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| Provider | Service type | Compensation |
|---|---|---|
VITA PLANNING GROUP LLC1 year Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $7,450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $602 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,020 | $65,453-43.4% | $86,691-57.3% | $66,930-44.7% |
| Participation rate | 76.5% | 75.5%+1.0pp | 76.6%-0.1pp | 69.8%+6.7pp |
| Annual return | -8.92% | -10.89%+2.0pp | 35.94%-44.9pp | 1.57%-10.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $14,158 | $4,102+245.2% | $4,656+204.1% | $4,238+234.1% |
| Admin fee / account holder | $66 | $642-89.7% | $7,492-99.1% | $593-88.9% |