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| Provider | Service type | Compensation |
|---|---|---|
COMPENSATION SYSTEMS, INC.11+ years Service code 13 · EIN 56-1129270 | Contract Administrator | $8,820 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,280 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,295 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,388 | $86,944+32.7% | $107,525+7.3% | $74,304+55.3% |
| Participation rate | 80.6% | 59.6%+21.0pp | 75.1%+5.5pp | 60.3%+20.2pp |
| Annual return | 9.78% | 23.52%-13.7pp | 181.32%-171.5pp | 29.43%-19.7pp |
| Employer contribution / active EE | $1,936 | $2,757-29.8% | $3,754-48.4% | $2,241-13.6% |
| Participant deferral / active EE | $5,149 | $3,554+44.9% | $5,116+0.7% | $3,767+36.7% |
| Admin fee / account holder | $14 | $3,727-99.6% | $8,919-99.8% | $2,969-99.5% |