Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $628,781 |
Filed as: GWFS EQUITIES Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $385 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,703 | $96,393-76.4% | $130,231-82.6% | $96,393-76.4% |
| Participation rate | 83.6% | 71.3%+12.3pp | 76.3%+7.3pp | 71.3%+12.3pp |
| Annual return | 13.42% | 22.88%-9.5pp | 38.77%-25.3pp | 22.88%-9.5pp |
| Employer contribution / active EE | $767 | $3,238-76.3% | $4,126-81.4% | $3,238-76.3% |
| Participant deferral / active EE | $2,141 | $5,455-60.8% | $6,799-68.5% | $5,455-60.8% |
| Admin fee / account holder | $46 | $74-37.4% | $6,020-99.2% | $74-37.4% |