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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,571 |
ALLIANCE PENSION CONSULTANTS, LLC11+ years Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10178 | Contract Administrator | $15,251 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,687 | $45,343-47.8% | $150,298-84.2% | $67,986-65.2% |
| Participation rate | 49.1% | 51.9%-2.8pp | 77.8%-28.7pp | 57.2%-8.2pp |
| Annual return | 14.40% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $53 | $1,462-96.4% | $4,154-98.7% | $2,019-97.4% |
| Participant deferral / active EE | $2,249 | $2,055+9.4% | $5,453-58.8% | $3,358-33.0% |
| Admin fee / account holder | $223 | $2,250-90.1% | $14,116-98.4% | $3,203-93.1% |