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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,572 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,010 |
SC&H ATTEST SERVICES, P.C.2 years Service code 10 · EIN 52-1743645 | Accounting | $21,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,580 | $47,135-69.1% | $149,717-90.3% | $74,440-80.4% |
| Participation rate | 94.2% | 63.4%+30.8pp | 78.8%+15.4pp | 70.7%+23.4pp |
| Annual return | 16.41% | 22.75%-6.3pp | 134.41%-118.0pp | 34.37%-18.0pp |
| Employer contribution / active EE | $1,358 | $1,906-28.7% | $4,820-71.8% | $2,638-48.5% |
| Participant deferral / active EE | $3,064 | $2,728+12.3% | $5,682-46.1% | $4,529-32.3% |
| Admin fee / account holder | $40 | $343-88.3% | $13,213-99.7% | $348-88.4% |