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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP1 year Filed as: HA & W WEALTH MANAGEMENT LLC Service code 27 2002 SUMMIT BLVD STE 120 · ATLANTA, GA 303191498 | Advisory (Plan) | $90,885 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,354 | $115,744-40.9% | $100,392-31.9% | $199,960-65.8% |
| Participation rate | 61.6% | 85.7%-24.1pp | 81.5%-19.9pp | 72.0%-10.4pp |
| Annual return | 18.68% | 17.79%+0.9pp | 49.45%-30.8pp | 34.28%-15.6pp |
| Employer contribution / active EE | $2,061 | $3,657-43.7% | $3,941-47.7% | $3,036-32.1% |
| Participant deferral / active EE | $4,474 | $9,844-54.6% | $8,090-44.7% | $5,087-12.1% |
| Admin fee / account holder | $156 | $93+68.4% | $7,904-98.0% | $269-41.9% |