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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $13,060 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,077 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,691 | $37,463-31.4% | $77,100-66.7% | $66,949-61.6% |
| Participation rate | 53.2% | 52.9%+0.3pp | 67.9%-14.7pp | 69.8%-16.6pp |
| Annual return | -15.78% | -3.25%-12.5pp | 42.35%-58.1pp | 1.57%-17.3pp |
| Employer contribution / active EE | $2,152 | $1,535+40.2% | $2,815-23.6% | $2,545-15.5% |
| Participant deferral / active EE | $3,915 | $2,621+49.4% | $4,430-11.6% | $4,239-7.7% |
| Admin fee / account holder | $120 | $568-78.9% | $5,443-97.8% | $594-79.8% |