Filed October 4, 2021
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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 | $21,752 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,679 | $101,955+246.9% | $112,923+213.2% | $71,529+394.5% |
| Participation rate | 96.1% | 82.1%+14.0pp | 80.5%+15.6pp | 67.9%+28.2pp |
| Annual return | 11.83% | 28.92%-17.1pp | 34.13%-22.3pp | 28.97%-17.1pp |
| Employer contribution / active EE | $10,813 | $4,743+128.0% | $4,570+136.6% | $2,590+317.5% |
| Participant deferral / active EE | $9,690 | $6,771+43.1% | $6,520+48.6% | $4,291+125.8% |
| Admin fee / account holder | $199 | $1,395-85.8% | $7,046-97.2% | $1,588-87.5% |