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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 | $56,964 |
Service code 27 999 VANDERBILT BEACH RD STE 200 · NAPLES, FL 34108 | Advisory (Plan) | $49,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $34,990 | $53,204-34.2% | $155,556-77.5% | $200,096-82.5% |
| Participation rate | 48.7% | 64.1%-15.4pp | 78.2%-29.5pp | 72.0%-23.3pp |
| Annual return | 9.36% | 41.02%-31.7pp | 64.84%-55.5pp | 34.26%-24.9pp |
| Employer contribution / active EE | $829 | $1,850-55.2% | $4,675-82.3% | $3,038-72.7% |
| Participant deferral / active EE | $1,212 | $3,163-61.7% | $5,631-78.5% | $5,090-76.2% |
| Admin fee / account holder | $95 | $186-48.7% | $15,885-99.4% | $269-64.6% |