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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 | $20,646 |
PNC BANK, N.A.3 years Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,698 | $55,458-68.1% | $76,030-76.7% | $77,762-77.2% |
| Participation rate | 22.0% | 63.6%-41.6pp | 69.1%-47.0pp | 70.6%-48.6pp |
| Annual return | 19.18% | 17.10%+2.1pp | 361.54%-342.4pp | 31.27%-12.1pp |
| Employer contribution / active EE | $526 | $1,792-70.6% | $2,688-80.4% | $2,728-80.7% |
| Participant deferral / active EE | $1,555 | $3,454-55.0% | $4,257-63.5% | $4,651-66.6% |
| Admin fee / account holder | $179 | $411-56.3% | $6,421-97.2% | $433-58.6% |