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 | $32,551 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $11,162 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,497 | $30,147-58.5% | $58,544-78.7% | $80,149-84.4% |
| Participation rate | 10.4% | 34.4%-24.0pp | 50.9%-40.5pp | 72.9%-62.6pp |
| Annual return | 28.08% | 21.97%+6.1pp | 4249.56%-4221.5pp | 40.39%-12.3pp |
| Employer contribution / active EE | $252 | $528-52.2% | $1,053-76.1% | $2,977-91.5% |
| Participant deferral / active EE | $392 | $1,249-68.6% | $1,923-79.6% | $5,015-92.2% |
| Admin fee / account holder | $99 | $195-49.0% | $2,520-96.1% | $145-31.5% |