Filed February 28, 2025
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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 | $34,435 |
NFP RETIREMENT INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $20,777 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,298 | $31,741-55.0% | $56,077-74.5% | $199,921-92.8% |
| Participation rate | 12.6% | 32.3%-19.7pp | 52.5%-39.9pp | 72.0%-59.4pp |
| Annual return | 22.12% | 14.72%+7.4pp | 1709.28%-1687.2pp | 34.28%-12.2pp |
| Employer contribution / active EE | $278 | $508-45.3% | $1,040-73.3% | $3,035-90.9% |
| Participant deferral / active EE | $449 | $1,184-62.1% | $1,954-77.0% | $5,089-91.2% |
| Admin fee / account holder | $95 | $426-77.7% | $2,825-96.6% | $269-64.6% |