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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,293 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $7,614 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,203 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,955 | $58,969-69.6% | $129,406-86.1% | $77,762-76.9% |
| Participation rate | 41.3% | 59.5%-18.2pp | 69.6%-28.4pp | 70.6%-29.3pp |
| Annual return | 19.83% | 24.78%-5.0pp | 9468.18%-9448.4pp | 31.27%-11.4pp |
| Employer contribution / active EE | $376 | $1,959-80.8% | $4,155-90.9% | $2,728-86.2% |
| Participant deferral / active EE | $1,520 | $3,224-52.8% | $4,167-63.5% | $4,651-67.3% |
| Admin fee / account holder | $168 | $593-71.7% | $7,689-97.8% | $433-61.2% |