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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 | $81,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,928 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,155 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 ONE RESEARCH CT STE 400 · ROCKVILLE, MD 20850 | Accounting | $8,175 |
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.
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 | $6,018 | $37,418-83.9% | $77,081-92.2% | $77,906-92.3% |
| Participation rate | 25.2% | 46.9%-21.8pp | 67.9%-42.7pp | 73.7%-48.5pp |
| Annual return | -16.04% | -7.13%-8.9pp | 42.33%-58.4pp | 12.16%-28.2pp |
| Employer contribution / active EE | $2 | $1,200-99.9% | $2,813-99.9% | $2,846-99.9% |
| Participant deferral / active EE | $2,275 | $2,572-11.5% | $4,428-48.6% | $4,805-52.6% |
| Admin fee / account holder | $87 | $126-30.6% | $5,427-98.4% | $133-34.0% |