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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,118 |
PENSION ASSURANCE LLP7 years Filed as: PENSION BENEFITS UNLMTD, INC. Service code 13 · EIN 33-0499726 | Contract Administrator | $15,468 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $10,747 |
PENSION ASSURANCE LLP7 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 | Contract Administrator | $215 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,022 | $227,291+22.3% | $214,702+29.5% | $155,188+79.2% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 28.43% | 60.08%-31.6pp | 54.55%-26.1pp | 148.84%-120.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $222 | $20,413-98.9% | $19,830-98.9% | $14,480-98.5% |