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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $117,056 |
MOORE COLSON1 year Filed as: MOORE COLSON & COMPANY PC DBA MOORE Service code 10 1640 POWERS FERRY ROAD BLDG.11 · MARIETTA, GA 30067 | Accounting | $25,965 |
Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 303093596 | Advisory (Plan) | $20,000 |
Filed as: QDRO CONSULTANTS COMPANY,LLC Service code 16 · EIN 34-1820650 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,861 | $95,918-8.4% | $151,639-42.1% | $77,906+12.8% |
| Participation rate | 54.6% | 88.7%-34.1pp | 87.5%-32.9pp | 73.7%-19.1pp |
| Annual return | -10.83% | -5.50%-5.3pp | 3.34%-14.2pp | 12.16%-23.0pp |
| Employer contribution / active EE | $977 | $4,330-77.4% | $6,165-84.1% | $2,846-65.7% |
| Participant deferral / active EE | $3,257 | $7,508-56.6% | $8,363-61.1% | $4,805-32.2% |
| Admin fee / account holder | $184 | $93+97.5% | $11,613-98.4% | $133+38.9% |