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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $756,771 |
Filed as: QDRO CONSULTANTS COMPANY Service code 99 · EIN 34-1820650 | Other Fees | $1,500 |
Filed as: GWFS EQUITIES Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $225 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,703 | $96,393-76.4% | $130,298-82.6% | $96,393-76.4% |
| Participation rate | 89.7% | 71.3%+18.4pp | 76.3%+13.5pp | 71.3%+18.4pp |
| Annual return | 16.30% | 22.88%-6.6pp | 38.90%-22.6pp | 22.88%-6.6pp |
| Employer contribution / active EE | $1,827 | $3,239-43.6% | $4,128-55.7% | $3,239-43.6% |
| Participant deferral / active EE | $2,595 | $5,455-52.4% | $6,790-61.8% | $5,455-52.4% |
| Admin fee / account holder | $46 | $74-37.9% | $6,025-99.2% | $74-37.9% |