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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC3 years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $42,158 |
PBMARES, LLP5 years Service code 13 · EIN 54-0737372 | Contract Administrator | $13,264 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,117 | $52,208-0.2% | $86,612-39.8% | $74,419-30.0% |
| Participation rate | 85.4% | 66.3%+19.1pp | 71.7%+13.7pp | 70.7%+14.7pp |
| Annual return | 12.30% | 44.46%-32.2pp | 591.07%-578.8pp | 34.38%-22.1pp |
| Employer contribution / active EE | $1,470 | $2,282-35.6% | $3,022-51.4% | $2,637-44.3% |
| Participant deferral / active EE | $4,675 | $3,383+38.2% | $4,438+5.4% | $4,528+3.2% |
| Admin fee / account holder | $134 | $319-58.1% | $5,614-97.6% | $348-61.6% |