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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,861 |
Service code 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $22,891 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $315 |
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.
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 | $5,688 | $66,009-91.4% | $81,780-93.0% | $77,692-92.7% |
| Participation rate | 96.5% | 65.8%+30.7pp | 72.4%+24.1pp | 70.6%+25.9pp |
| Annual return | 16.48% | 26.66%-10.2pp | 776.27%-759.8pp | 31.25%-14.8pp |
| Employer contribution / active EE | $1 | $2,374-100.0% | $2,914-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,463 | $3,510-58.3% | $4,321-66.1% | $4,648-68.5% |
| Admin fee / account holder | $75 | $527-85.9% | $7,384-99.0% | $431-82.7% |