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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,920 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $3,153 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,590 |
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.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,939 | $47,898-81.3% | $117,533-92.4% | $64,819-86.2% |
| Participation rate | 35.1% | 61.9%-26.7pp | 70.6%-35.5pp | 71.5%-36.3pp |
| Annual return | -21.18% | -15.54%-5.6pp | 29.77%-50.9pp | 32.84%-54.0pp |
| Employer contribution / active EE | $316 | $1,774-82.2% | $4,179-92.4% | $2,507-87.4% |
| Participant deferral / active EE | $1,059 | $3,151-66.4% | $4,072-74.0% | $4,311-75.4% |
| Admin fee / account holder | $94 | $132-28.7% | $5,647-98.3% | $188-50.0% |