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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 | $212,386+30.9% | $199,883+39.1% | $138,895+100.2% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 79.9%-79.9pp |
| Annual return | 28.43% | 47.75%-19.3pp | 43.81%-15.4pp | 145.39%-117.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $222 | $18,233-98.8% | $17,268-98.7% | $12,562-98.2% |