Filed March 18, 2026
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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 | $27,001 |
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO INC Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $21,707 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $15,832 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,457 |
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.
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 | $49,704 | $53,165-6.5% | $86,209-42.3% | $74,440-33.2% |
| Participation rate | 48.6% | 64.9%-16.3pp | 69.0%-20.4pp | 70.7%-22.1pp |
| Annual return | 17.66% | 22.64%-5.0pp | 1169.05%-1151.4pp | 34.37%-16.7pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,720 | $3,234-15.9% | $3,986-31.8% | $4,529-39.9% |
| Admin fee / account holder | $158 | $551-71.4% | $6,853-97.7% | $348-54.7% |