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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 | $131,498 |
NAPLES ASSET MANAGEMENT CO LLC8+ years Filed as: NAPLES ASSET MANAGEMENT COMPANY LLC Service code 27 · EIN 20-2190247 | Advisory (Plan) | $51,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,161 | $45,000-33.0% | $143,799-79.0% | $77,906-61.3% |
| Participation rate | 44.9% | 66.8%-21.9pp | 80.3%-35.4pp | 73.7%-28.8pp |
| Annual return | -13.01% | 29.03%-42.0pp | -0.04%-13.0pp | 12.16%-25.2pp |
| Employer contribution / active EE | $731 | $1,870-60.9% | $4,952-85.2% | $2,846-74.3% |
| Participant deferral / active EE | $1,048 | $3,157-66.8% | $5,638-81.4% | $4,805-78.2% |
| Admin fee / account holder | $210 | $98+113.6% | $14,677-98.6% | $133+58.6% |