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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 | $10,941 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,197 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,127 |
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 | $21,286 | $47,898-55.6% | $117,498-81.9% | $64,814-67.2% |
| Participation rate | 30.0% | 61.9%-31.9pp | 70.6%-40.6pp | 71.5%-41.5pp |
| Annual return | -15.67% | -15.54%-0.1pp | 29.75%-45.4pp | 32.84%-48.5pp |
| Employer contribution / active EE | $694 | $1,774-60.9% | $4,178-83.4% | $2,507-72.3% |
| Participant deferral / active EE | $1,399 | $3,151-55.6% | $4,071-65.6% | $4,310-67.5% |
| Admin fee / account holder | $99 | $132-25.0% | $5,646-98.2% | $188-47.4% |