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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 | $14,680 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $1,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,929 | $93,598-43.5% | $135,974-61.1% | $75,173-29.6% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.1pp | 67.2%+1.6pp |
| Annual return | 27.69% | 30.89%-3.2pp | 68.30%-40.6pp | 160.72%-133.0pp |
| Employer contribution / active EE | $6,531 | $3,538+84.6% | $4,859+34.4% | $2,671+144.5% |
| Participant deferral / active EE | $15,469 | $6,405+141.5% | $7,760+99.3% | $4,126+274.9% |
| Admin fee / account holder | $71 | $6,978-99.0% | $10,767-99.3% | $5,651-98.7% |