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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 | $22,650 |
CHARLES W. SNADER, P.C.3 years Filed as: CHARLES W SNADER PC Service code 10 131 HANBURY RD W STE C · CHESAPEAKE, VA 23322 | Accounting | $11,700 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $75 |
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.
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 | $76,841 | $49,451+55.4% | $79,576-3.4% | $66,930+14.8% |
| Participation rate | 36.8% | 61.3%-24.5pp | 69.5%-32.6pp | 69.8%-33.0pp |
| Annual return | -21.70% | 84.25%-106.0pp | 0.15%-21.8pp | 1.57%-23.3pp |
| Employer contribution / active EE | $275 | $1,266-78.3% | $2,413-88.6% | $2,545-89.2% |
| Participant deferral / active EE | $2,841 | $3,159-10.1% | $3,985-28.7% | $4,238-33.0% |
| Admin fee / account holder | $207 | $595-65.2% | $6,834-97.0% | $593-65.1% |