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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 | $187,856 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER FINANCIAL SERVICES,INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $630 |
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 | $108,461 | $53,254+103.7% | $155,574-30.3% | $199,921-45.7% |
| Participation rate | 98.8% | 64.1%+34.7pp | 78.2%+20.6pp | 72.0%+26.8pp |
| Annual return | 14.48% | 41.18%-26.7pp | 64.87%-50.4pp | 34.28%-19.8pp |
| Employer contribution / active EE | $4,241 | $1,848+129.5% | $4,676-9.3% | $3,035+39.7% |
| Participant deferral / active EE | $6,050 | $3,165+91.2% | $5,629+7.5% | $5,089+18.9% |
| Admin fee / account holder | $91 | $186-50.8% | $15,914-99.4% | $269-66.1% |